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 | $24,735 | $107,934-77.1% | $91,989-73.1% | $152,861-83.8% |
| Participation rate | 84.6% | 81.2%+3.4pp | 78.6%+6.0pp | 82.4%+2.2pp |
| Annual return | 19.56% | 89.24%-69.7pp | 69.02%-49.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $707 | $4,210-83.2% | $3,452-79.5% | $4,762-85.2% |
| Participant deferral / active EE | $3,663 | $6,364-42.4% | $5,923-38.1% | $5,850-37.4% |
| Admin fee / account holder | $8,705 | $10,520-17.2% | $7,743+12.4% | $11,596-24.9% |