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 | $25,543 | $107,452-76.2% | $91,541-72.1% | $142,382-82.1% |
| Participation rate | 82.6% | 75.1%+7.5pp | 69.8%+12.8pp | 80.1%+2.5pp |
| Annual return | 15.09% | 22.06%-7.0pp | 20.50%-5.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $119 | $2,994-96.0% | $2,505-95.2% | $4,299-97.2% |
| Participant deferral / active EE | $2,381 | $4,754-49.9% | $4,008-40.6% | $6,507-63.4% |
| Admin fee / account holder | $3,730 | $8,834-57.8% | $6,956-46.4% | $12,624-70.5% |