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 | $24,970 | $99,341-74.9% | $84,750-70.5% | $273,961-90.9% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 6.03% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,524 | $4,214-63.8% | $3,574-57.4% | $4,869-68.7% |
| Participant deferral / active EE | $2,356 | $4,269-44.8% | $3,712-36.5% | $5,287-55.4% |
| Admin fee / account holder | $339 | $6,644-94.9% | $5,332-93.6% | $10,132-96.7% |