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 | $29,924 | $60,349-50.4% | $74,183-59.7% | $62,891-52.4% |
| Participation rate | 76.9% | 72.7%+4.2pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 5.57% | 21.37%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $626 | $1,680-62.8% | $2,370-73.6% | $2,281-72.6% |
| Participant deferral / active EE | $1,845 | $2,856-35.4% | $3,550-48.0% | $3,203-42.4% |
| Admin fee / account holder | $653 | $4,261-84.7% | $5,586-88.3% | $4,296-84.8% |