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 | $58,320 | $81,632-28.6% | $70,449-17.2% | $158,922-63.3% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 13.29% | 208.40%-195.1pp | 109.03%-95.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $500 | $3,217-84.5% | $2,737-81.7% | $4,761-89.5% |
| Participant deferral / active EE | $3,527 | $4,554-22.6% | $3,709-4.9% | $5,982-41.0% |
| Admin fee / account holder | $4,214 | $6,193-32.0% | $3,845+9.6% | $11,246-62.5% |