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 | $53,093 | $123,793-57.1% | $177,821-70.1% | $79,858-33.5% |
| Participation rate | 76.3% | 84.7%-8.3pp | 87.7%-11.4pp | 69.6%+6.7pp |
| Annual return | 18.08% | 22.82%-4.7pp | 48.32%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,615 | $4,095-60.6% | $5,918-72.7% | $2,471-34.6% |
| Participant deferral / active EE | $2,841 | $5,956-52.3% | $7,714-63.2% | $3,740-24.0% |
| Admin fee / account holder | $912 | $7,243-87.4% | $12,427-92.7% | $5,306-82.8% |