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 | $30,778 | $89,355-65.6% | $141,162-78.2% | $72,985-57.8% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 20.84% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $868 | $3,114-72.1% | $4,735-81.7% | $2,440-64.4% |
| Participant deferral / active EE | $3,201 | $5,418-40.9% | $6,709-52.3% | $3,607-11.3% |
| Admin fee / account holder | $576 | $5,958-90.3% | $10,261-94.4% | $5,124-88.8% |