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 | $28,770 | $72,177-60.1% | $115,037-75.0% | $59,632-51.8% |
| Participation rate | 77.8% | 72.6%+5.2pp | 81.4%-3.6pp | 68.7%+9.1pp |
| Annual return | 21.28% | 12.02%+9.3pp | 26.14%-4.9pp | 2041.28%-2020.0pp |
| Employer contribution / active EE | $653 | $2,841-77.0% | $4,608-85.8% | $2,203-70.4% |
| Participant deferral / active EE | $3,251 | $4,783-32.0% | $6,026-46.1% | $3,192+1.9% |
| Admin fee / account holder | $6,541 | $4,927+32.8% | $8,175-20.0% | $4,297+52.2% |