See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,316 | $102,966-71.5% | $90,281-67.5% | $152,861-80.8% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 23.60% | 95.16%-71.6pp | 78.10%-54.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $886 | $3,139-71.8% | $2,854-69.0% | $4,762-81.4% |
| Participant deferral / active EE | $2,319 | $4,281-45.8% | $3,885-40.3% | $5,850-60.4% |
| Admin fee / account holder | $549 | $6,171-91.1% | $5,351-89.7% | $11,596-95.3% |