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 | $36,381 | $99,877-63.6% | $84,966-57.2% | $145,922-75.1% |
| Participation rate | 81.0% | 74.1%+6.9pp | 67.5%+13.5pp | 80.3%+0.7pp |
| Annual return | 9.30% | 83.76%-74.5pp | 66.38%-57.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $424 | $3,231-86.9% | $2,727-84.4% | $4,660-90.9% |
| Participant deferral / active EE | $2,939 | $5,291-44.4% | $4,519-35.0% | $6,688-56.0% |
| Admin fee / account holder | $343 | $7,248-95.3% | $6,149-94.4% | $13,397-97.4% |