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 | $34,825 | $48,230-27.8% | $67,502-48.4% | $80,856-56.9% |
| Participation rate | 73.8% | 66.4%+7.4pp | 72.9%+0.9pp | 67.6%+6.2pp |
| Annual return | 11.75% | 18.28%-6.5pp | 3512.12%-3500.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $803 | $2,020-60.3% | $2,731-70.6% | $2,755-70.9% |
| Participant deferral / active EE | $2,068 | $2,924-29.3% | $4,000-48.3% | $4,296-51.9% |
| Admin fee / account holder | $979 | $3,681-73.4% | $3,998-75.5% | $6,918-85.8% |