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 | $50,220 | $95,971-47.7% | $74,550-32.6% | $135,375-62.9% |
| Participation rate | 81.0% | 75.7%+5.3pp | 69.1%+11.8pp | 82.6%-1.7pp |
| Annual return | 1.09% | 56.96%-55.9pp | 32.53%-31.4pp | 519.73%-518.6pp |
| Employer contribution / active EE | $767 | $2,716-71.8% | $1,961-60.9% | $4,779-84.0% |
| Participant deferral / active EE | $3,387 | $3,843-11.9% | $3,108+9.0% | $5,609-39.6% |
| Admin fee / account holder | $2,138 | $6,522-67.2% | $5,060-57.7% | $10,827-80.3% |