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 | $49,760 | $107,452-53.7% | $91,541-45.6% | $142,382-65.1% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 12.46% | 22.06%-9.6pp | 20.50%-8.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $857 | $2,994-71.4% | $2,505-65.8% | $4,299-80.1% |
| Participant deferral / active EE | $5,678 | $4,754+19.4% | $4,008+41.7% | $6,507-12.7% |
| Admin fee / account holder | $3,256 | $8,834-63.1% | $6,956-53.2% | $12,624-74.2% |