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 | $26,622 | $85,022-68.7% | $70,515-62.2% | $139,434-80.9% |
| Participation rate | 78.3% | 73.9%+4.3pp | 68.3%+9.9pp | 80.3%-2.1pp |
| Annual return | 18.50% | 30.38%-11.9pp | 32.77%-14.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,826 | $3,909-27.7% | $2,973-5.0% | $4,751-40.5% |
| Participant deferral / active EE | $1,111 | $5,890-81.1% | $4,567-75.7% | $6,710-83.4% |
| Admin fee / account holder | $3,914 | $8,906-56.0% | $6,412-39.0% | $11,403-65.7% |