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 | $39,679 | $76,552-48.2% | $123,892-68.0% | $62,891-36.9% |
| Participation rate | 85.4% | 73.0%+12.4pp | 81.4%+4.0pp | 69.3%+16.1pp |
| Annual return | 12.60% | 18.68%-6.1pp | 47.52%-34.9pp | 20.14%-7.5pp |
| Employer contribution / active EE | $990 | $2,883-65.6% | $4,617-78.5% | $2,281-56.6% |
| Participant deferral / active EE | $3,940 | $4,840-18.6% | $5,984-34.2% | $3,203+23.0% |
| Admin fee / account holder | $1,132 | $4,826-76.5% | $8,357-86.4% | $4,296-73.6% |