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 | $20,679 | $48,076-57.0% | $78,689-73.7% | $62,891-67.1% |
| Participation rate | 72.4% | 65.2%+7.2pp | 73.6%-1.1pp | 69.3%+3.1pp |
| Annual return | 7.02% | 31.35%-24.3pp | 62.18%-55.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $405 | $2,015-79.9% | $2,851-85.8% | $2,281-82.3% |
| Participant deferral / active EE | $1,512 | $2,588-41.6% | $3,517-57.0% | $3,203-52.8% |
| Admin fee / account holder | $389 | $3,207-87.9% | $4,510-91.4% | $4,296-90.9% |