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 6-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 | $30,203 | $86,929-65.3% | $102,423-70.5% | $80,856-62.6% |
| Participation rate | 73.0% | 72.4%+0.6pp | 76.5%-3.5pp | 67.6%+5.3pp |
| Annual return | 16.23% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,509 | $2,369-36.3% | $3,023-50.1% | $2,755-45.2% |
| Participant deferral / active EE | $3,465 | $4,118-15.9% | $5,053-31.4% | $4,296-19.3% |
| Admin fee / account holder | $1,007 | $8,049-87.5% | $9,451-89.3% | $6,918-85.5% |