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 | $75,289 | $106,890-29.6% | $84,015-10.4% | $152,861-50.7% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 15.34% | 104.99%-89.7pp | 71.31%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $603 | $2,734-77.9% | $1,983-69.6% | $4,762-87.3% |
| Participant deferral / active EE | $1,023 | $4,011-74.5% | $3,239-68.4% | $5,850-82.5% |
| Admin fee / account holder | $1,437 | $8,285-82.7% | $6,101-76.5% | $11,596-87.6% |