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 | $24,188 | $68,346-64.6% | $94,646-74.4% | $75,163-67.8% |
| Participation rate | 75.9% | 76.1%-0.2pp | 80.8%-5.0pp | 67.2%+8.7pp |
| Annual return | 25.04% | 616.93%-591.9pp | 156.71%-131.7pp | 160.62%-135.6pp |
| Employer contribution / active EE | $758 | $2,701-71.9% | $3,672-79.4% | $2,670-71.6% |
| Participant deferral / active EE | $3,736 | $6,537-42.9% | $7,418-49.6% | $4,125-9.4% |
| Admin fee / account holder | $602 | $5,326-88.7% | $7,231-91.7% | $5,651-89.4% |