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 | $40,629 | $76,552-46.9% | $123,892-67.2% | $62,891-35.4% |
| Participation rate | 96.9% | 73.0%+23.9pp | 81.4%+15.5pp | 69.3%+27.6pp |
| Annual return | 7.21% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $968 | $2,883-66.4% | $4,617-79.0% | $2,281-57.6% |
| Participant deferral / active EE | $4,050 | $4,840-16.3% | $5,984-32.3% | $3,203+26.5% |
| Admin fee / account holder | $574 | $4,826-88.1% | $8,357-93.1% | $4,296-86.6% |