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 | $53,462 | $63,703-16.1% | $93,063-42.6% | $82,448-35.2% |
| Participation rate | 71.8% | 63.8%+8.0pp | 72.1%-0.3pp | 68.1%+3.7pp |
| Annual return | 20.37% | -775.43%+795.8pp | 34.15%-13.8pp | 41.64%-21.3pp |
| Employer contribution / active EE | $771 | $1,729-55.4% | $2,476-68.9% | $2,551-69.8% |
| Participant deferral / active EE | $1,196 | $2,919-59.0% | $3,958-69.8% | $4,139-71.1% |
| Admin fee / account holder | $4,691 | $5,982-21.6% | $6,033-22.2% | $7,234-35.2% |