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 | $24,235 | $165,912-85.4% | $122,332-80.2% | $147,584-83.6% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 8.93% | 34.55%-25.6pp | 30.27%-21.3pp | 578.55%-569.6pp |
| Employer contribution / active EE | $228 | $5,754-96.0% | $4,050-94.4% | $4,876-95.3% |
| Participant deferral / active EE | $2,257 | $4,005-43.7% | $3,287-31.3% | $5,439-58.5% |
| Admin fee / account holder | $16,480 | $7,424+122.0% | $5,478+200.9% | $10,885+51.4% |