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 | $28,857 | $72,012-59.9% | $185,823-84.5% | $79,858-63.9% |
| Participation rate | 70.5% | 65.8%+4.7pp | 78.0%-7.5pp | 69.6%+0.9pp |
| Annual return | 14.25% | 23.12%-8.9pp | 35.95%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $912 | $1,965-53.6% | $4,087-77.7% | $2,471-63.1% |
| Participant deferral / active EE | $1,722 | $3,779-54.4% | $5,632-69.4% | $3,740-54.0% |
| Admin fee / account holder | $4,835 | $4,513+7.1% | $9,500-49.1% | $5,306-8.9% |