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 | $27,655 | $84,233-67.2% | $170,442-83.8% | $70,131-60.6% |
| Participation rate | 78.7% | 70.8%+7.9pp | 83.6%-4.9pp | 69.5%+9.2pp |
| Annual return | 14.30% | 23.06%-8.8pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $684 | $3,387-79.8% | $5,433-87.4% | $2,342-70.8% |
| Participant deferral / active EE | $2,482 | $3,086-19.6% | $4,939-49.7% | $3,332-25.5% |
| Admin fee / account holder | $1,815 | $5,698-68.1% | $13,880-86.9% | $4,645-60.9% |