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 | $51,158 | $121,625-57.9% | $104,607-51.1% | $158,922-67.8% |
| Participation rate | 92.3% | 77.5%+14.8pp | 74.1%+18.2pp | 82.0%+10.3pp |
| Annual return | 15.49% | 465.26%-449.8pp | 340.46%-325.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $727 | $4,177-82.6% | $3,740-80.6% | $5,982-87.8% |
| Admin fee / account holder | $5,457 | $7,787-29.9% | $6,473-15.7% | $11,246-51.5% |