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 | $115,670 | $86,929+33.1% | $102,423+12.9% | $80,856+43.1% |
| Participation rate | 72.1% | 72.4%-0.3pp | 76.5%-4.4pp | 67.6%+4.5pp |
| Annual return | 13.91% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $913 | $2,369-61.5% | $3,023-69.8% | $2,755-66.9% |
| Participant deferral / active EE | $2,971 | $4,118-27.9% | $5,053-41.2% | $4,296-30.8% |
| Admin fee / account holder | $3,141 | $8,049-61.0% | $9,451-66.8% | $6,918-54.6% |