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 | $21,572 | $81,632-73.6% | $70,449-69.4% | $158,922-86.4% |
| Participation rate | 90.5% | 77.7%+12.8pp | 75.1%+15.4pp | 82.0%+8.5pp |
| Annual return | 18.32% | 208.40%-190.1pp | 109.03%-90.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $555 | $3,217-82.8% | $2,737-79.7% | $4,761-88.3% |
| Participant deferral / active EE | $2,839 | $4,554-37.7% | $3,709-23.5% | $5,982-52.5% |
| Admin fee / account holder | $3,755 | $6,193-39.4% | $3,845-2.3% | $11,246-66.6% |