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 | $30,025 | $77,899-61.5% | $149,673-79.9% | $75,163-60.1% |
| Participation rate | 74.1% | 65.6%+8.5pp | 78.8%-4.7pp | 67.2%+6.9pp |
| Annual return | 16.45% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,390 | $3,137-55.7% | $4,818-71.1% | $2,670-47.9% |
| Participant deferral / active EE | $2,002 | $3,411-41.3% | $5,680-64.7% | $4,125-51.5% |
| Admin fee / account holder | $737 | $5,956-87.6% | $13,210-94.4% | $5,651-87.0% |