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 | $30,754 | $88,707-65.3% | $74,183-58.5% | $273,961-88.8% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 4.11% | 11.94%-7.8pp | 17.74%-13.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $654 | $3,159-79.3% | $2,370-72.4% | $4,869-86.6% |
| Participant deferral / active EE | $1,270 | $4,212-69.8% | $3,550-64.2% | $5,287-76.0% |
| Admin fee / account holder | $9,515 | $8,717+9.2% | $5,586+70.3% | $10,132-6.1% |