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 | $46,900 | $56,897-17.6% | $84,750-44.7% | $62,891-25.4% |
| Participation rate | 90.4% | 68.5%+21.8pp | 76.6%+13.8pp | 69.3%+21.1pp |
| Annual return | 6.03% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $621 | $2,400-74.1% | $3,574-82.6% | $2,281-72.8% |
| Participant deferral / active EE | $2,345 | $2,709-13.5% | $3,712-36.8% | $3,203-26.8% |
| Admin fee / account holder | $360 | $3,581-90.0% | $5,332-93.3% | $4,296-91.6% |