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 | $17,322 | $73,515-76.4% | $62,995-72.5% | $147,584-88.3% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.8%+4.4pp | 82.8%-3.7pp |
| Annual return | 10.88% | 175.43%-164.6pp | 87.57%-76.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $838 | $3,320-74.8% | $2,759-69.6% | $4,876-82.8% |
| Participant deferral / active EE | $2,030 | $4,185-51.5% | $3,329-39.0% | $5,439-62.7% |
| Admin fee / account holder | $2,820 | $5,953-52.6% | $3,600-21.7% | $10,885-74.1% |