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 | $28,569 | $91,190-68.7% | $178,490-84.0% | $79,858-64.2% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.4pp | 69.6%+10.9pp |
| Annual return | 14.51% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $920 | $3,256-71.7% | $5,011-81.6% | $2,471-62.8% |
| Participant deferral / active EE | $4,750 | $3,236+46.8% | $5,202-8.7% | $3,740+27.0% |
| Admin fee / account holder | $4,019 | $6,751-40.5% | $13,984-71.3% | $5,306-24.3% |