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 | $58,402 | $91,552-36.2% | $133,956-56.4% | $79,858-26.9% |
| Participation rate | 94.8% | 73.3%+21.5pp | 79.8%+15.0pp | 69.6%+25.2pp |
| Annual return | 17.76% | 61.85%-44.1pp | 45.09%-27.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $579 | $2,384-75.7% | $3,919-85.2% | $2,471-76.6% |
| Participant deferral / active EE | $3,420 | $3,733-8.4% | $5,048-32.2% | $3,740-8.6% |
| Admin fee / account holder | $536 | $6,321-91.5% | $8,927-94.0% | $5,306-89.9% |