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 | $37,623 | $103,376-63.6% | $87,100-56.8% | $152,861-75.4% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.9%-4.6pp | 82.4%-10.2pp |
| Annual return | 21.90% | 28.10%-6.2pp | 28.19%-6.3pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,081 | $3,220-66.4% | $2,521-57.1% | $4,762-77.3% |
| Participant deferral / active EE | $2,091 | $4,778-56.2% | $4,049-48.4% | $5,850-64.3% |
| Admin fee / account holder | $416 | $12,205-96.6% | $7,497-94.4% | $11,596-96.4% |