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 | $30,919 | $45,073-31.4% | $69,455-55.5% | $72,985-57.6% |
| Participation rate | 80.6% | 68.5%+12.1pp | 74.6%+5.9pp | 69.5%+11.1pp |
| Annual return | 6.31% | 22.65%-16.3pp | 28.97%-22.7pp | 81.00%-74.7pp |
| Employer contribution / active EE | $574 | $2,054-72.0% | $2,779-79.3% | $2,440-76.5% |
| Participant deferral / active EE | $1,200 | $2,602-53.9% | $3,535-66.1% | $3,607-66.7% |
| Admin fee / account holder | $1,477 | $3,056-51.7% | $3,839-61.5% | $5,124-71.2% |