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 | $29,194 | $105,931-72.4% | $81,930-64.4% | $158,922-81.6% |
| Participation rate | 84.6% | 75.6%+9.0pp | 72.0%+12.6pp | 82.0%+2.7pp |
| Annual return | 9.87% | 38.17%-28.3pp | 29.49%-19.6pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,136 | $7,800-85.4% | $4,310-73.6% | $4,761-76.1% |
| Participant deferral / active EE | $816 | $13,003-93.7% | $7,107-88.5% | $5,982-86.4% |
| Admin fee / account holder | $20,188 | $8,489+137.8% | $5,158+291.4% | $11,246+79.5% |