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 | $23,202 | $77,899-70.2% | $149,673-84.5% | $75,163-69.1% |
| Participation rate | 72.4% | 65.6%+6.8pp | 78.8%-6.4pp | 67.2%+5.2pp |
| Annual return | 19.88% | 31.72%-11.8pp | 134.42%-114.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $775 | $3,137-75.3% | $4,818-83.9% | $2,670-71.0% |
| Participant deferral / active EE | $2,153 | $3,411-36.9% | $5,680-62.1% | $4,125-47.8% |
| Admin fee / account holder | $1,496 | $5,956-74.9% | $13,210-88.7% | $5,651-73.5% |