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 | $25,282 | $109,881-77.0% | $150,045-83.2% | $84,808-70.2% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 15.41% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,654 | $3,561-53.6% | $4,693-64.8% | $2,631-37.1% |
| Participant deferral / active EE | $3,787 | $6,636-42.9% | $7,997-52.6% | $4,212-10.1% |
| Admin fee / account holder | $654 | $8,568-92.4% | $13,435-95.1% | $7,344-91.1% |