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 | $30,052 | $112,881-73.4% | $90,951-67.0% | $158,922-81.1% |
| Participation rate | 73.3% | 74.7%-1.4pp | 69.0%+4.3pp | 82.0%-8.6pp |
| Annual return | 16.49% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,556 | $4,128-62.3% | $3,373-53.9% | $5,982-74.0% |
| Admin fee / account holder | $708 | $8,041-91.2% | $5,959-88.1% | $11,246-93.7% |