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 | $40,880 | $80,968-49.5% | $96,544-57.7% | $75,163-45.6% |
| Participation rate | 75.9% | 71.8%+4.1pp | 76.0%-0.1pp | 67.2%+8.7pp |
| Annual return | 15.80% | 27.06%-11.3pp | 25.84%-10.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $952 | $2,282-58.3% | $2,965-67.9% | $2,670-64.4% |
| Participant deferral / active EE | $2,265 | $3,928-42.3% | $4,851-53.3% | $4,125-45.1% |
| Admin fee / account holder | $2,051 | $6,724-69.5% | $8,252-75.1% | $5,651-63.7% |