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 | $48,676 | $112,881-56.9% | $90,951-46.5% | $158,922-69.4% |
| Participation rate | 82.4% | 74.7%+7.6pp | 69.0%+13.3pp | 82.0%+0.4pp |
| Annual return | 22.86% | 215.79%-192.9pp | 134.60%-111.7pp | 302.83%-280.0pp |
| Employer contribution / active EE | $770 | $2,893-73.4% | $2,122-63.7% | $4,761-83.8% |
| Participant deferral / active EE | $2,757 | $4,128-33.2% | $3,373-18.3% | $5,982-53.9% |
| Admin fee / account holder | $7,077 | $8,041-12.0% | $5,959+18.8% | $11,246-37.1% |