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 | $95,974 | $78,705+21.9% | $117,854-18.6% | $70,131+36.9% |
| Participation rate | 75.3% | 73.2%+2.1pp | 79.7%-4.4pp | 69.5%+5.7pp |
| Annual return | 13.91% | 23.30%-9.4pp | 335.08%-321.2pp | 73.14%-59.2pp |
| Employer contribution / active EE | $764 | $2,223-65.6% | $3,786-79.8% | $2,342-67.4% |
| Participant deferral / active EE | $2,829 | $3,297-14.2% | $4,482-36.9% | $3,332-15.1% |
| Admin fee / account holder | $2,067 | $5,065-59.2% | $8,020-74.2% | $4,645-55.5% |