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 | $20,421 | $102,966-80.2% | $90,281-77.4% | $152,861-86.6% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.4%+13.2pp |
| Annual return | 14.60% | 95.16%-80.6pp | 78.10%-63.5pp | 345.32%-330.7pp |
| Employer contribution / active EE | $639 | $3,139-79.6% | $2,854-77.6% | $4,762-86.6% |
| Participant deferral / active EE | $1,276 | $4,281-70.2% | $3,885-67.2% | $5,850-78.2% |
| Admin fee / account holder | $2,052 | $6,171-66.7% | $5,351-61.6% | $11,596-82.3% |