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 | $31,099 | $112,096-72.3% | $95,952-67.6% | $158,922-80.4% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 18.68% | 171.09%-152.4pp | 91.61%-72.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $881 | $3,198-72.5% | $2,541-65.3% | $4,761-81.5% |
| Participant deferral / active EE | $1,686 | $4,784-64.8% | $4,167-59.5% | $5,982-71.8% |
| Admin fee / account holder | $336 | $10,130-96.7% | $6,795-95.1% | $11,246-97.0% |