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 | $64,043 | $109,881-41.7% | $150,045-57.3% | $84,808-24.5% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 17.36% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $753 | $3,561-78.9% | $4,693-84.0% | $2,631-71.4% |
| Participant deferral / active EE | $6,319 | $6,636-4.8% | $7,997-21.0% | $4,212+50.0% |
| Admin fee / account holder | $1,943 | $8,568-77.3% | $13,435-85.5% | $7,344-73.5% |