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 | $55,047 | $72,492-24.1% | $87,100-36.8% | $72,985-24.6% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.9%-1.2pp | 69.5%+6.2pp |
| Annual return | 21.16% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $585 | $1,894-69.1% | $2,521-76.8% | $2,440-76.0% |
| Participant deferral / active EE | $3,462 | $3,270+5.9% | $4,049-14.5% | $3,607-4.0% |
| Admin fee / account holder | $315 | $5,055-93.8% | $7,497-95.8% | $5,124-93.9% |