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 | $34,634 | $106,749-67.6% | $145,433-76.2% | $82,448-58.0% |
| Participation rate | 77.1% | 75.6%+1.5pp | 82.1%-5.0pp | 68.1%+9.1pp |
| Annual return | 18.16% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $815 | $3,444-76.3% | $4,554-82.1% | $2,551-68.0% |
| Participant deferral / active EE | $5,238 | $6,519-19.6% | $7,897-33.7% | $4,139+26.5% |
| Admin fee / account holder | $1,232 | $8,390-85.3% | $13,129-90.6% | $7,234-83.0% |