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 | $29,343 | $80,968-63.8% | $96,544-69.6% | $75,163-61.0% |
| Participation rate | 80.4% | 71.8%+8.6pp | 76.0%+4.5pp | 67.2%+13.2pp |
| Annual return | 20.43% | 27.06%-6.6pp | 25.84%-5.4pp | 160.62%-140.2pp |
| Employer contribution / active EE | $876 | $2,282-61.6% | $2,965-70.5% | $2,670-67.2% |
| Participant deferral / active EE | $3,126 | $3,928-20.4% | $4,851-35.6% | $4,125-24.2% |
| Admin fee / account holder | $485 | $6,724-92.8% | $8,252-94.1% | $5,651-91.4% |