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 | $29,440 | $53,822-45.3% | $75,696-61.1% | $85,850-65.7% |
| Participation rate | 70.5% | 69.1%+1.4pp | 74.8%-4.4pp | 69.3%+1.1pp |
| Annual return | 12.67% | 24.54%-11.9pp | 104.53%-91.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $890 | $2,017-55.9% | $2,743-67.6% | $2,565-65.3% |
| Participant deferral / active EE | $1,314 | $2,895-54.6% | $3,821-65.6% | $3,952-66.8% |
| Admin fee / account holder | $4,059 | $3,343+21.4% | $3,619+12.1% | $6,260-35.2% |