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 | $17,559 | $77,899-77.5% | $149,673-88.3% | $75,163-76.6% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 26.35% | 31.72%-5.4pp | 134.42%-108.1pp | 160.62%-134.3pp |
| Employer contribution / active EE | $916 | $3,137-70.8% | $4,818-81.0% | $2,670-65.7% |
| Participant deferral / active EE | $2,601 | $3,411-23.8% | $5,680-54.2% | $4,125-37.0% |
| Admin fee / account holder | $1,497 | $5,956-74.9% | $13,210-88.7% | $5,651-73.5% |