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 | $10,175 | $46,553-78.1% | $64,056-84.1% | $75,163-86.5% |
| Participation rate | 90.9% | 65.9%+25.0pp | 72.3%+18.6pp | 67.2%+23.7pp |
| Annual return | 28.27% | 26.03%+2.2pp | 33.69%-5.4pp | 160.62%-132.4pp |
| Employer contribution / active EE | $867 | $1,974-56.1% | $2,747-68.4% | $2,670-67.5% |
| Participant deferral / active EE | $2,031 | $2,837-28.4% | $3,880-47.6% | $4,125-50.8% |
| Admin fee / account holder | $1,211 | $2,952-59.0% | $3,068-60.5% | $5,651-78.6% |