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 | $45,694 | $102,966-55.6% | $90,281-49.4% | $152,861-70.1% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.4%+1.8pp |
| Annual return | 21.01% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $398 | $3,139-87.3% | $2,854-86.1% | $4,762-91.7% |
| Participant deferral / active EE | $2,402 | $4,281-43.9% | $3,885-38.2% | $5,850-58.9% |
| Admin fee / account holder | $707 | $6,171-88.5% | $5,351-86.8% | $11,596-93.9% |