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 | $27,898 | $102,616-72.8% | $81,983-66.0% | $158,922-82.4% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | 15.56% | 61.04%-45.5pp | 41.31%-25.7pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,206 | $3,240-62.8% | $2,498-51.7% | $4,761-74.7% |
| Participant deferral / active EE | $2,190 | $4,648-52.9% | $3,722-41.2% | $5,982-63.4% |
| Admin fee / account holder | $3,829 | $8,235-53.5% | $5,664-32.4% | $11,246-65.9% |