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 | $19,989 | $101,069-80.2% | $81,478-75.5% | $147,584-86.5% |
| Participation rate | 86.4% | 74.5%+11.9pp | 68.0%+18.4pp | 82.8%+3.5pp |
| Annual return | 15.80% | 32.40%-16.6pp | 38.78%-23.0pp | 578.55%-562.8pp |
| Employer contribution / active EE | $409 | $3,205-87.2% | $2,568-84.1% | $4,876-91.6% |
| Participant deferral / active EE | $2,376 | $4,242-44.0% | $3,537-32.8% | $5,439-56.3% |
| Admin fee / account holder | $412 | $5,812-92.9% | $4,561-91.0% | $10,885-96.2% |