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 | $42,408 | $86,286-50.9% | $111,297-61.9% | $85,850-50.6% |
| Participation rate | 78.1% | 73.3%+4.8pp | 77.3%+0.8pp | 69.3%+8.8pp |
| Annual return | 12.33% | 19.99%-7.7pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $686 | $2,043-66.4% | $2,731-74.9% | $2,565-73.2% |
| Participant deferral / active EE | $3,030 | $3,641-16.8% | $4,487-32.5% | $3,952-23.3% |
| Admin fee / account holder | $2,131 | $8,188-74.0% | $7,964-73.2% | $6,260-66.0% |