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 | $24,178 | $73,515-67.1% | $62,995-61.6% | $147,584-83.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 14.88% | 175.43%-160.6pp | 87.57%-72.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $748 | $3,320-77.5% | $2,759-72.9% | $4,876-84.7% |
| Participant deferral / active EE | $1,474 | $4,185-64.8% | $3,329-55.7% | $5,439-72.9% |
| Admin fee / account holder | $650 | $5,953-89.1% | $3,600-81.9% | $10,885-94.0% |