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 | $60,991 | $65,041-6.2% | $90,951-32.9% | $79,858-23.6% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 24.00% | 30.45%-6.5pp | 134.60%-110.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $333 | $1,247-73.3% | $2,122-84.3% | $2,471-86.5% |
| Participant deferral / active EE | $2,844 | $2,512+13.2% | $3,373-15.7% | $3,740-24.0% |
| Admin fee / account holder | $823 | $4,536-81.9% | $5,959-86.2% | $5,306-84.5% |