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 | $34,269 | $67,606-49.3% | $82,313-58.4% | $70,131-51.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 17.48% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $675 | $1,755-61.5% | $2,428-72.2% | $2,342-71.2% |
| Participant deferral / active EE | $2,441 | $2,987-18.3% | $3,706-34.1% | $3,332-26.7% |
| Admin fee / account holder | $3,666 | $4,512-18.7% | $5,608-34.6% | $4,645-21.1% |