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 9-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 | $25,867 | $106,515-75.7% | $96,683-73.2% | $139,434-81.4% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 24.29% | 38.43%-14.1pp | 35.69%-11.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $802 | $4,103-80.4% | $3,737-78.5% | $4,751-83.1% |
| Participant deferral / active EE | $4,642 | $5,454-14.9% | $4,878-4.8% | $6,710-30.8% |
| Admin fee / account holder | $495 | $7,877-93.7% | $6,730-92.7% | $11,403-95.7% |