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 | $42,772 | $117,381-63.6% | $99,443-57.0% | $152,861-72.0% |
| Participation rate | 92.9% | 77.5%+15.3pp | 73.8%+19.0pp | 82.4%+10.4pp |
| Annual return | 20.91% | 31.87%-11.0pp | 30.72%-9.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $444 | $3,013-85.3% | $2,540-82.5% | $4,762-90.7% |
| Participant deferral / active EE | $882 | $4,086-78.4% | $3,619-75.6% | $5,850-84.9% |
| Admin fee / account holder | $766 | $7,631-90.0% | $6,250-87.7% | $11,596-93.4% |