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 | $57,195 | $72,012-20.6% | $185,823-69.2% | $79,858-28.4% |
| Participation rate | 71.4% | 65.8%+5.7pp | 78.0%-6.6pp | 69.6%+1.8pp |
| Annual return | 18.00% | 23.12%-5.1pp | 35.95%-18.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $426 | $1,965-78.3% | $4,087-89.6% | $2,471-82.8% |
| Participant deferral / active EE | $4,309 | $3,779+14.0% | $5,632-23.5% | $3,740+15.2% |
| Admin fee / account holder | $1,166 | $4,513-74.2% | $9,500-87.7% | $5,306-78.0% |