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 | $23,236 | $91,190-74.5% | $178,490-87.0% | $79,858-70.9% |
| Participation rate | 70.5% | 69.2%+1.3pp | 81.9%-11.5pp | 69.6%+0.8pp |
| Annual return | 11.85% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $382 | $3,256-88.3% | $5,011-92.4% | $2,471-84.5% |
| Participant deferral / active EE | $2,329 | $3,236-28.0% | $5,202-55.2% | $3,740-37.7% |
| Admin fee / account holder | $6,884 | $6,751+2.0% | $13,984-50.8% | $5,306+29.7% |