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 | $23,268 | $77,634-70.0% | $156,549-85.1% | $62,891-63.0% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 8.90% | 50.32%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $715 | $3,444-79.2% | $5,501-87.0% | $2,281-68.7% |
| Participant deferral / active EE | $1,495 | $3,045-50.9% | $4,871-69.3% | $3,203-53.3% |
| Admin fee / account holder | $688 | $5,561-87.6% | $13,027-94.7% | $4,296-84.0% |