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 | $28,363 | $176,377-83.9% | $134,143-78.9% | $158,922-82.2% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 12.29% | 63.63%-51.3pp | 36.33%-24.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $536 | $5,040-89.4% | $3,704-85.5% | $4,761-88.7% |
| Participant deferral / active EE | $2,238 | $4,091-45.3% | $3,499-36.0% | $5,982-62.6% |
| Admin fee / account holder | $7,491 | $8,718-14.1% | $6,684+12.1% | $11,246-33.4% |