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 | $52,385 | $91,552-42.8% | $133,956-60.9% | $79,858-34.4% |
| Participation rate | 79.7% | 73.3%+6.3pp | 79.8%-0.2pp | 69.6%+10.1pp |
| Annual return | 18.50% | 61.85%-43.3pp | 45.09%-26.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $675 | $2,384-71.7% | $3,919-82.8% | $2,471-72.7% |
| Participant deferral / active EE | $3,539 | $3,733-5.2% | $5,048-29.9% | $3,740-5.4% |
| Admin fee / account holder | $2,076 | $6,321-67.2% | $8,927-76.7% | $5,306-60.9% |