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 | $29,716 | $48,076-38.2% | $78,689-62.2% | $62,891-52.8% |
| Participation rate | 85.4% | 65.2%+20.2pp | 73.6%+11.9pp | 69.3%+16.1pp |
| Annual return | 5.31% | 31.35%-26.0pp | 62.18%-56.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $613 | $2,015-69.6% | $2,851-78.5% | $2,281-73.1% |
| Participant deferral / active EE | $2,524 | $2,588-2.5% | $3,517-28.2% | $3,203-21.2% |
| Admin fee / account holder | $4,046 | $3,207+26.1% | $4,510-10.3% | $4,296-5.8% |