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 | $20,749 | $84,233-75.4% | $170,442-87.8% | $70,131-70.4% |
| Participation rate | 72.2% | 70.8%+1.4pp | 83.6%-11.4pp | 69.5%+2.7pp |
| Annual return | 19.58% | 23.06%-3.5pp | 205.93%-186.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $817 | $3,387-75.9% | $5,433-85.0% | $2,342-65.1% |
| Participant deferral / active EE | $1,411 | $3,086-54.3% | $4,939-71.4% | $3,332-57.7% |
| Admin fee / account holder | $1,214 | $5,698-78.7% | $13,880-91.3% | $4,645-73.9% |