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 | $38,151 | $117,841-67.6% | $102,423-62.8% | $145,922-73.9% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 11.19% | 31.65%-20.5pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,059 | $3,615-70.7% | $3,023-65.0% | $4,660-77.3% |
| Participant deferral / active EE | $3,089 | $5,731-46.1% | $5,053-38.9% | $6,688-53.8% |
| Admin fee / account holder | $9,750 | $13,326-26.8% | $9,451+3.2% | $13,397-27.2% |