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 | $18,206 | $90,503-79.9% | $78,689-76.9% | $273,961-93.4% |
| Participation rate | 72.2% | 76.5%-4.3pp | 73.6%-1.3pp | 83.0%-10.8pp |
| Annual return | 3.87% | 75.60%-71.7pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $280 | $3,176-91.2% | $2,851-90.2% | $4,869-94.3% |
| Participant deferral / active EE | $1,541 | $3,901-60.5% | $3,517-56.2% | $5,287-70.9% |
| Admin fee / account holder | $5,546 | $5,263+5.4% | $4,510+23.0% | $10,132-45.3% |