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 | $17,057 | $81,248-79.0% | $155,509-89.0% | $80,856-78.9% |
| Participation rate | 71.1% | 66.2%+4.8pp | 78.2%-7.1pp | 67.6%+3.4pp |
| Annual return | 20.52% | 33.31%-12.8pp | 64.67%-44.1pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,027 | $3,100-66.9% | $4,672-78.0% | $2,755-62.7% |
| Participant deferral / active EE | $1,863 | $3,452-46.0% | $5,626-66.9% | $4,296-56.6% |
| Admin fee / account holder | $674 | $7,997-91.6% | $15,912-95.8% | $6,918-90.3% |