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 | $19,365 | $84,233-77.0% | $170,442-88.6% | $70,131-72.4% |
| Participation rate | 70.1% | 70.8%-0.7pp | 83.6%-13.4pp | 69.5%+0.6pp |
| Annual return | 17.54% | 23.06%-5.5pp | 205.93%-188.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $801 | $3,387-76.4% | $5,433-85.3% | $2,342-65.8% |
| Participant deferral / active EE | $1,836 | $3,086-40.5% | $4,939-62.8% | $3,332-44.9% |
| Admin fee / account holder | $499 | $5,698-91.2% | $13,880-96.4% | $4,645-89.3% |