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 | $41,634 | $77,813-46.5% | $123,544-66.3% | $64,186-35.1% |
| Participation rate | 71.9% | 74.7%-2.8pp | 82.3%-10.4pp | 69.6%+2.3pp |
| Annual return | 7.21% | 12.48%-5.3pp | 119.20%-112.0pp | 7.63%-0.4pp |
| Employer contribution / active EE | $658 | $3,014-78.2% | $4,628-85.8% | $2,381-72.4% |
| Participant deferral / active EE | $2,617 | $5,240-50.1% | $6,426-59.3% | $3,470-24.6% |
| Admin fee / account holder | $716 | $5,519-87.0% | $9,284-92.3% | $4,888-85.3% |