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 | $48,624 | $93,346-47.9% | $71,796-32.3% | $273,961-82.3% |
| Participation rate | 82.4% | 76.5%+5.8pp | 69.1%+13.2pp | 83.0%-0.7pp |
| Annual return | 7.17% | 130.39%-123.2pp | 78.04%-70.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $322 | $2,733-88.2% | $1,924-83.3% | $4,869-93.4% |
| Participant deferral / active EE | $2,069 | $3,475-40.5% | $2,794-26.0% | $5,287-60.9% |
| Admin fee / account holder | $557 | $6,571-91.5% | $4,815-88.4% | $10,132-94.5% |