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 | $9,519 | $102,966-90.8% | $90,281-89.5% | $152,861-93.8% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.4%-3.9pp |
| Annual return | 21.04% | 95.16%-74.1pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $784 | $3,139-75.0% | $2,854-72.6% | $4,762-83.5% |
| Participant deferral / active EE | $2,079 | $4,281-51.4% | $3,885-46.5% | $5,850-64.5% |
| Admin fee / account holder | $1,390 | $6,171-77.5% | $5,351-74.0% | $11,596-88.0% |