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 | $39,182 | $226,064-82.7% | $182,532-78.5% | $152,861-74.4% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.4%+10.4pp |
| Annual return | 19.72% | 192.51%-172.8pp | 148.54%-128.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $611 | $4,978-87.7% | $4,076-85.0% | $4,762-87.2% |
| Participant deferral / active EE | $2,828 | $6,368-55.6% | $5,524-48.8% | $5,850-51.7% |
| Admin fee / account holder | $728 | $10,703-93.2% | $8,592-91.5% | $11,596-93.7% |