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 | $36,951 | $93,071-60.3% | $74,583-50.5% | $273,961-86.5% |
| Participation rate | 94.7% | 74.9%+19.8pp | 68.1%+26.6pp | 83.0%+11.7pp |
| Annual return | 6.03% | 26.18%-20.1pp | 20.47%-14.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $904 | $3,160-71.4% | $2,525-64.2% | $4,869-81.4% |
| Participant deferral / active EE | $5,963 | $4,160+43.3% | $3,458+72.4% | $5,287+12.8% |
| Admin fee / account holder | $941 | $5,272-82.2% | $4,138-77.3% | $10,132-90.7% |