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 | $21,004 | $90,503-76.8% | $78,689-73.3% | $273,961-92.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.34% | 75.60%-68.3pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $228 | $3,176-92.8% | $2,851-92.0% | $4,869-95.3% |
| Participant deferral / active EE | $899 | $3,901-77.0% | $3,517-74.4% | $5,287-83.0% |
| Admin fee / account holder | $796 | $5,263-84.9% | $4,510-82.4% | $10,132-92.1% |