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 | $12,921 | $49,227-73.8% | $70,449-81.7% | $79,858-83.8% |
| Participation rate | 90.5% | 69.2%+21.3pp | 75.1%+15.4pp | 69.6%+20.8pp |
| Annual return | 22.49% | 30.06%-7.6pp | 109.03%-86.5pp | 31.71%-9.2pp |
| Employer contribution / active EE | $442 | $2,099-78.9% | $2,737-83.9% | $2,471-82.1% |
| Participant deferral / active EE | $3,200 | $2,768+15.6% | $3,709-13.7% | $3,740-14.4% |
| Admin fee / account holder | $516 | $2,878-82.1% | $3,845-86.6% | $5,306-90.3% |