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 | $24,589 | $95,416-74.2% | $185,823-86.8% | $85,850-71.4% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | 16.64% | 23.59%-6.9pp | 122.05%-105.4pp | 318.53%-301.9pp |
| Employer contribution / active EE | $932 | $3,314-71.9% | $5,167-82.0% | $2,565-63.7% |
| Participant deferral / active EE | $3,551 | $3,423+3.7% | $5,568-36.2% | $3,952-10.1% |
| Admin fee / account holder | $2,920 | $7,213-59.5% | $16,237-82.0% | $6,260-53.3% |