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 | $65,329 | $106,749-38.8% | $145,433-55.1% | $82,448-20.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 16.06% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $927 | $3,444-73.1% | $4,554-79.7% | $2,551-63.7% |
| Participant deferral / active EE | $3,712 | $6,519-43.0% | $7,897-53.0% | $4,139-10.3% |
| Admin fee / account holder | $1,338 | $8,390-84.1% | $13,129-89.8% | $7,234-81.5% |