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 | $36,414 | $77,899-53.3% | $149,673-75.7% | $75,163-51.6% |
| Participation rate | 72.3% | 65.6%+6.8pp | 78.8%-6.4pp | 67.2%+5.1pp |
| Annual return | 15.65% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $697 | $3,137-77.8% | $4,818-85.5% | $2,670-73.9% |
| Participant deferral / active EE | $1,875 | $3,411-45.0% | $5,680-67.0% | $4,125-54.6% |
| Admin fee / account holder | $5,138 | $5,956-13.7% | $13,210-61.1% | $5,651-9.1% |