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 | $37,008 | $84,233-56.1% | $170,442-78.3% | $70,131-47.2% |
| Participation rate | 72.2% | 70.8%+1.4pp | 83.6%-11.4pp | 69.5%+2.7pp |
| Annual return | 15.93% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $915 | $3,387-73.0% | $5,433-83.2% | $2,342-60.9% |
| Participant deferral / active EE | $1,050 | $3,086-66.0% | $4,939-78.8% | $3,332-68.5% |
| Admin fee / account holder | $2,640 | $5,698-53.7% | $13,880-81.0% | $4,645-43.2% |