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 | $29,293 | $91,190-67.9% | $178,490-83.6% | $79,858-63.3% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 18.87% | 24.19%-5.3pp | 151.07%-132.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $583 | $3,256-82.1% | $5,011-88.4% | $2,471-76.4% |
| Participant deferral / active EE | $3,215 | $3,236-0.6% | $5,202-38.2% | $3,740-14.0% |
| Admin fee / account holder | $1,591 | $6,751-76.4% | $13,984-88.6% | $5,306-70.0% |