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 | $33,745 | $84,233-59.9% | $170,442-80.2% | $70,131-51.9% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 17.22% | 23.06%-5.8pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $814 | $3,387-76.0% | $5,433-85.0% | $2,342-65.2% |
| Participant deferral / active EE | $2,889 | $3,086-6.4% | $4,939-41.5% | $3,332-13.3% |
| Admin fee / account holder | $1,178 | $5,698-79.3% | $13,880-91.5% | $4,645-74.6% |