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 | $56,359 | $106,890-47.3% | $84,015-32.9% | $152,861-63.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 18.82% | 104.99%-86.2pp | 71.31%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $865 | $2,734-68.4% | $1,983-56.4% | $4,762-81.8% |
| Participant deferral / active EE | $1,016 | $4,011-74.7% | $3,239-68.6% | $5,850-82.6% |
| Admin fee / account holder | $591 | $8,285-92.9% | $6,101-90.3% | $11,596-94.9% |