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 | $25,719 | $63,861-59.7% | $104,607-75.4% | $79,858-67.8% |
| Participation rate | 88.6% | 64.9%+23.6pp | 74.1%+14.5pp | 69.6%+18.9pp |
| Annual return | 13.05% | 21.30%-8.2pp | 340.46%-327.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $380 | $1,588-76.0% | $2,681-85.8% | $2,471-84.6% |
| Participant deferral / active EE | $2,787 | $2,693+3.5% | $3,740-25.5% | $3,740-25.5% |
| Admin fee / account holder | $981 | $4,185-76.6% | $6,473-84.9% | $5,306-81.5% |