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 | $42,500 | $84,233-49.5% | $170,442-75.1% | $70,131-39.4% |
| Participation rate | 70.0% | 70.8%-0.8pp | 83.6%-13.6pp | 69.5%+0.5pp |
| Annual return | 16.05% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $801 | $3,387-76.4% | $5,433-85.3% | $2,342-65.8% |
| Participant deferral / active EE | $1,155 | $3,086-62.6% | $4,939-76.6% | $3,332-65.3% |
| Admin fee / account holder | $4,257 | $5,698-25.3% | $13,880-69.3% | $4,645-8.4% |