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 | $29,450 | $53,127-44.6% | $86,590-66.0% | $70,131-58.0% |
| Participation rate | 70.6% | 65.3%+5.3pp | 73.5%-3.0pp | 69.5%+1.0pp |
| Annual return | 20.34% | 27.66%-7.3pp | 964.84%-944.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $873 | $2,068-57.8% | $2,839-69.3% | $2,342-62.7% |
| Participant deferral / active EE | $1,681 | $2,696-37.6% | $3,609-53.4% | $3,332-49.5% |
| Admin fee / account holder | $1,517 | $3,585-57.7% | $4,906-69.1% | $4,645-67.3% |