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 | $39,311 | $106,749-63.2% | $145,433-73.0% | $82,448-52.3% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 15.94% | 27.59%-11.7pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $982 | $3,444-71.5% | $4,554-78.4% | $2,551-61.5% |
| Participant deferral / active EE | $4,584 | $6,519-29.7% | $7,897-42.0% | $4,139+10.8% |
| Admin fee / account holder | $1,610 | $8,390-80.8% | $13,129-87.7% | $7,234-77.7% |