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 | $34,971 | $114,381-69.4% | $107,525-67.5% | $142,382-75.4% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 13.95% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $897 | $4,015-77.7% | $3,754-76.1% | $4,299-79.1% |
| Participant deferral / active EE | $4,035 | $5,564-27.5% | $5,116-21.1% | $6,507-38.0% |
| Admin fee / account holder | $9,506 | $9,860-3.6% | $8,919+6.6% | $12,624-24.7% |