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 | $42,406 | $110,257-61.5% | $96,544-56.1% | $139,434-69.6% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 10.82% | 26.32%-15.5pp | 25.84%-15.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $813 | $3,620-77.5% | $2,965-72.6% | $4,751-82.9% |
| Participant deferral / active EE | $3,234 | $5,548-41.7% | $4,851-33.3% | $6,710-51.8% |
| Admin fee / account holder | $41,376 | $11,591+257.0% | $8,252+401.4% | $11,403+262.9% |