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 | $25,418 | $46,553-45.4% | $64,056-60.3% | $75,163-66.2% |
| Participation rate | 75.0% | 65.9%+9.1pp | 72.3%+2.7pp | 67.2%+7.8pp |
| Annual return | 18.47% | 26.03%-7.6pp | 33.69%-15.2pp | 160.62%-142.2pp |
| Employer contribution / active EE | $719 | $1,974-63.6% | $2,747-73.8% | $2,670-73.1% |
| Participant deferral / active EE | $1,173 | $2,837-58.6% | $3,880-69.8% | $4,125-71.6% |
| Admin fee / account holder | $510 | $2,952-82.7% | $3,068-83.4% | $5,651-91.0% |