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 | $31,710 | $64,348-50.7% | $90,160-64.8% | $70,131-54.8% |
| Participation rate | 71.7% | 70.4%+1.3pp | 76.9%-5.1pp | 69.5%+2.2pp |
| Annual return | 16.86% | 28.13%-11.3pp | 34.88%-18.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $549 | $2,046-73.1% | $3,318-83.4% | $2,342-76.5% |
| Participant deferral / active EE | $3,031 | $4,389-30.9% | $5,288-42.7% | $3,332-9.0% |
| Admin fee / account holder | $2,996 | $3,944-24.0% | $5,943-49.6% | $4,645-35.5% |