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 | $34,324 | $102,616-66.6% | $81,983-58.1% | $158,922-78.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 13.63% | 61.04%-47.4pp | 41.31%-27.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $786 | $3,240-75.7% | $2,498-68.5% | $4,761-83.5% |
| Participant deferral / active EE | $1,699 | $4,648-63.4% | $3,722-54.3% | $5,982-71.6% |
| Admin fee / account holder | $2,077 | $8,235-74.8% | $5,664-63.3% | $11,246-81.5% |