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 | $45,133 | $56,629-20.3% | $77,999-42.1% | $55,167-18.2% |
| Participation rate | 70.4% | 73.3%-2.9pp | 75.5%-5.2pp | 69.0%+1.4pp |
| Annual return | 7.28% | 2866.98%-2859.7pp | 425.96%-418.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $972 | $1,723-43.6% | $2,470-60.7% | $1,963-50.5% |
| Participant deferral / active EE | $2,856 | $2,777+2.8% | $3,497-18.3% | $3,054-6.5% |
| Admin fee / account holder | $1,411 | $467+202.4% | $5,480-74.3% | $504+180.0% |