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 | $74,991 | $112,729-33.5% | $98,716-24.0% | $137,256-45.4% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.3%+2.9pp | 80.0%-7.7pp |
| Annual return | 10.18% | 38.48%-28.3pp | 31.81%-21.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $789 | $2,725-71.0% | $2,279-65.4% | $4,156-81.0% |
| Participant deferral / active EE | $2,201 | $4,640-52.6% | $4,048-45.6% | $6,407-65.6% |
| Admin fee / account holder | $600 | $10,129-94.1% | $8,703-93.1% | $12,270-95.1% |