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 | $40,867 | $74,888-45.4% | $71,209-42.6% | $142,382-71.3% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 14.87% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $645 | $2,854-77.4% | $2,721-76.3% | $4,299-85.0% |
| Participant deferral / active EE | $1,757 | $4,454-60.6% | $4,175-57.9% | $6,507-73.0% |
| Admin fee / account holder | $11,953 | $5,568+114.7% | $5,349+123.5% | $12,624-5.3% |