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 | $25,949 | $81,248-68.1% | $155,509-83.3% | $80,856-67.9% |
| Participation rate | 79.7% | 66.2%+13.4pp | 78.2%+1.5pp | 67.6%+12.0pp |
| Annual return | 11.03% | 33.31%-22.3pp | 64.67%-53.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $457 | $3,100-85.3% | $4,672-90.2% | $2,755-83.4% |
| Participant deferral / active EE | $1,171 | $3,452-66.1% | $5,626-79.2% | $4,296-72.7% |
| Admin fee / account holder | $356 | $7,997-95.6% | $15,912-97.8% | $6,918-94.9% |