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 | $12,205 | $65,685-81.4% | $57,179-78.7% | $273,961-95.5% |
| Participation rate | 95.7% | 78.3%+17.3pp | 75.3%+20.3pp | 83.0%+12.6pp |
| Annual return | 32.74% | 21.99%+10.8pp | 14.59%+18.2pp | 41.45%-8.7pp |
| Employer contribution / active EE | $1,542 | $3,279-53.0% | $2,682-42.5% | $4,869-68.3% |
| Participant deferral / active EE | $2,728 | $3,782-27.9% | $3,096-11.9% | $5,287-48.4% |
| Admin fee / account holder | $717 | $4,835-85.2% | $3,139-77.2% | $10,132-92.9% |