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 | $29,625 | $80,717-63.3% | $154,803-80.9% | $84,808-65.1% |
| Participation rate | 76.5% | 66.8%+9.7pp | 78.1%-1.5pp | 68.3%+8.2pp |
| Annual return | 14.25% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $953 | $2,761-65.5% | $4,305-77.9% | $2,631-63.8% |
| Participant deferral / active EE | $1,831 | $3,303-44.6% | $5,540-67.0% | $4,212-56.5% |
| Admin fee / account holder | $1,408 | $6,746-79.1% | $14,329-90.2% | $7,344-80.8% |