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 | $49,987 | $80,717-38.1% | $154,803-67.7% | $84,808-41.1% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 13.59% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $748 | $2,761-72.9% | $4,305-82.6% | $2,631-71.6% |
| Participant deferral / active EE | $3,174 | $3,303-3.9% | $5,540-42.7% | $4,212-24.6% |
| Admin fee / account holder | $4,873 | $6,746-27.8% | $14,329-66.0% | $7,344-33.6% |