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 | $21,973 | $85,022-74.2% | $70,515-68.8% | $139,434-84.2% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 11.91% | 30.38%-18.5pp | 32.77%-20.9pp | 372.94%-361.0pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,841 | $5,890-68.7% | $4,567-59.7% | $6,710-72.6% |
| Admin fee / account holder | $765 | $8,906-91.4% | $6,412-88.1% | $11,403-93.3% |