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 | $28,245 | $76,552-63.1% | $123,892-77.2% | $62,891-55.1% |
| Participation rate | 76.9% | 73.0%+3.9pp | 81.4%-4.5pp | 69.3%+7.6pp |
| Annual return | 6.78% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $591 | $2,883-79.5% | $4,617-87.2% | $2,281-74.1% |
| Participant deferral / active EE | $2,667 | $4,840-44.9% | $5,984-55.4% | $3,203-16.7% |
| Admin fee / account holder | $709 | $4,826-85.3% | $8,357-91.5% | $4,296-83.5% |