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 4-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 | $30,652 | $117,983-74.0% | $101,794-69.9% | $142,382-78.5% |
| Participation rate | 70.6% | 74.2%-3.6pp | 69.2%+1.4pp | 80.1%-9.5pp |
| Annual return | 13.47% | 36.92%-23.4pp | 30.53%-17.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $879 | $2,773-68.3% | $2,289-61.6% | $4,299-79.6% |
| Participant deferral / active EE | $1,308 | $4,714-72.2% | $4,084-68.0% | $6,507-79.9% |
| Admin fee / account holder | $555 | $10,433-94.7% | $8,777-93.7% | $12,624-95.6% |