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 | $33,322 | $70,428-52.7% | $96,562-65.5% | $85,850-61.2% |
| Participation rate | 70.4% | 61.8%+8.6pp | 69.8%+0.6pp | 69.3%+1.1pp |
| Annual return | 14.47% | 18.59%-4.1pp | 37.78%-23.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $384 | $1,413-72.8% | $2,356-83.7% | $2,565-85.0% |
| Participant deferral / active EE | $2,918 | $2,894+0.8% | $3,849-24.2% | $3,952-26.2% |
| Admin fee / account holder | $3,947 | $4,997-21.0% | $6,181-36.1% | $6,260-36.9% |