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 | $24,147 | $84,233-71.3% | $170,442-85.8% | $70,131-65.6% |
| Participation rate | 91.3% | 70.8%+20.4pp | 83.6%+7.7pp | 69.5%+21.7pp |
| Annual return | 16.04% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $626 | $3,387-81.5% | $5,433-88.5% | $2,342-73.3% |
| Participant deferral / active EE | $1,058 | $3,086-65.7% | $4,939-78.6% | $3,332-68.3% |
| Admin fee / account holder | $3,496 | $5,698-38.6% | $13,880-74.8% | $4,645-24.7% |