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 | $38,694 | $126,574-69.4% | $106,213-63.6% | $145,922-73.5% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 10.26% | 224.79%-214.5pp | 116.14%-105.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $972 | $3,730-73.9% | $3,171-69.3% | $4,660-79.1% |
| Participant deferral / active EE | $2,299 | $5,724-59.8% | $5,016-54.2% | $6,688-65.6% |
| Admin fee / account holder | $407 | $17,304-97.6% | $11,033-96.3% | $13,397-97.0% |