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 | $26,170 | $65,041-59.8% | $90,951-71.2% | $79,858-67.2% |
| Participation rate | 87.5% | 61.6%+25.9pp | 69.0%+18.5pp | 69.6%+17.9pp |
| Annual return | 13.56% | 30.45%-16.9pp | 134.60%-121.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $948 | $1,247-24.0% | $2,122-55.3% | $2,471-61.6% |
| Participant deferral / active EE | $2,114 | $2,512-15.8% | $3,373-37.3% | $3,740-43.5% |
| Admin fee / account holder | $420 | $4,536-90.7% | $5,959-93.0% | $5,306-92.1% |