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 | $30,251 | $67,606-55.3% | $82,313-63.2% | $70,131-56.9% |
| Participation rate | 70.2% | 72.8%-2.6pp | 76.9%-6.7pp | 69.5%+0.6pp |
| Annual return | 15.02% | 21.57%-6.5pp | 25.88%-10.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $384 | $1,755-78.1% | $2,428-84.2% | $2,342-83.6% |
| Participant deferral / active EE | $2,051 | $2,987-31.3% | $3,706-44.7% | $3,332-38.5% |
| Admin fee / account holder | $2,422 | $4,512-46.3% | $5,608-56.8% | $4,645-47.9% |