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 | $42,461 | $118,450-64.2% | $98,439-56.9% | $139,434-69.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 16.34% | 18.94%-2.6pp | 21.16%-4.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $842 | $3,609-76.7% | $3,048-72.4% | $4,751-82.3% |
| Participant deferral / active EE | $3,719 | $5,392-31.0% | $4,738-21.5% | $6,710-44.6% |
| Admin fee / account holder | $26,629 | $14,026+89.9% | $8,948+197.6% | $11,403+133.5% |