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 | $15,563 | $49,915-68.8% | $154,803-89.9% | $74,304-79.1% |
| Participation rate | 76.7% | 54.0%+22.8pp | 78.1%-1.3pp | 60.3%+16.4pp |
| Annual return | 15.56% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $669 | $1,611-58.5% | $4,305-84.5% | $2,241-70.1% |
| Participant deferral / active EE | $1,071 | $2,255-52.5% | $5,540-80.7% | $3,767-71.6% |
| Admin fee / account holder | $1,623 | $2,189-25.9% | $14,329-88.7% | $2,969-45.3% |