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 | $14,311 | $77,419-81.5% | $69,455-79.4% | $152,861-90.6% |
| Participation rate | 92.9% | 78.1%+14.8pp | 74.6%+18.2pp | 82.4%+10.4pp |
| Annual return | 22.51% | 39.06%-16.6pp | 28.97%-6.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $709 | $3,315-78.6% | $2,779-74.5% | $4,762-85.1% |
| Participant deferral / active EE | $2,496 | $4,414-43.4% | $3,535-29.4% | $5,850-57.3% |
| Admin fee / account holder | $334 | $6,207-94.6% | $3,839-91.3% | $11,596-97.1% |