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 | $30,420 | $111,754-72.8% | $103,333-70.6% | $145,922-79.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.81% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,803 | $4,212-57.2% | $3,868-53.4% | $4,660-61.3% |
| Participant deferral / active EE | $2,230 | $5,619-60.3% | $5,057-55.9% | $6,688-66.7% |
| Admin fee / account holder | $848 | $9,750-91.3% | $8,355-89.8% | $13,397-93.7% |