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 | $73,535 | $116,175-36.7% | $93,606-21.4% | $152,861-51.9% |
| Participation rate | 86.7% | 78.0%+8.6pp | 75.8%+10.8pp | 82.4%+4.2pp |
| Annual return | 25.70% | 35.96%-10.3pp | 32.76%-7.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $944 | $3,218-70.7% | $2,718-65.3% | $4,762-80.2% |
| Participant deferral / active EE | $2,137 | $4,603-53.6% | $4,069-47.5% | $5,850-63.5% |
| Admin fee / account holder | $2,432 | $10,748-77.4% | $7,888-69.2% | $11,596-79.0% |