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 | $30,472 | $115,770-73.7% | $101,248-69.9% | $158,922-80.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 22.53% | 56.14%-33.6pp | 46.47%-23.9pp | 302.83%-280.3pp |
| Employer contribution / active EE | $812 | $4,175-80.6% | $3,660-77.8% | $4,761-83.0% |
| Participant deferral / active EE | $4,536 | $4,957-8.5% | $4,370+3.8% | $5,982-24.2% |
| Admin fee / account holder | $1,806 | $7,245-75.1% | $5,945-69.6% | $11,246-83.9% |