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 | $39,618 | $99,079-60.0% | $77,999-49.2% | $273,961-85.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 7.56% | 217.93%-210.4pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $464 | $3,308-86.0% | $2,470-81.2% | $4,869-90.5% |
| Participant deferral / active EE | $1,857 | $4,306-56.9% | $3,497-46.9% | $5,287-64.9% |
| Admin fee / account holder | $527 | $8,954-94.1% | $5,480-90.4% | $10,132-94.8% |