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 | $31,801 | $86,929-63.4% | $102,423-69.0% | $80,856-60.7% |
| Participation rate | 80.6% | 72.4%+8.2pp | 76.5%+4.1pp | 67.6%+13.0pp |
| Annual return | 19.60% | 18.88%+0.7pp | 29.32%-9.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,334 | $2,369-43.7% | $3,023-55.9% | $2,755-51.6% |
| Participant deferral / active EE | $2,585 | $4,118-37.2% | $5,053-48.8% | $4,296-39.8% |
| Admin fee / account holder | $1,566 | $8,049-80.5% | $9,451-83.4% | $6,918-77.4% |