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 | $48,696 | $76,552-36.4% | $123,892-60.7% | $62,891-22.6% |
| Participation rate | 77.6% | 73.0%+4.6pp | 81.4%-3.8pp | 69.3%+8.3pp |
| Annual return | 9.20% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $992 | $2,883-65.6% | $4,617-78.5% | $2,281-56.5% |
| Participant deferral / active EE | $6,637 | $4,840+37.1% | $5,984+10.9% | $3,203+107.2% |
| Admin fee / account holder | $841 | $4,826-82.6% | $8,357-89.9% | $4,296-80.4% |