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 | $30,935 | $43,723-29.2% | $121,196-74.5% | $64,186-51.8% |
| Participation rate | 86.8% | 58.3%+28.5pp | 71.7%+15.1pp | 69.6%+17.2pp |
| Annual return | 3.07% | 68.91%-65.8pp | 16.93%-13.9pp | 7.63%-4.6pp |
| Employer contribution / active EE | $643 | $1,296-50.4% | $4,022-84.0% | $2,381-73.0% |
| Participant deferral / active EE | $1,993 | $2,280-12.6% | $3,344-40.4% | $3,470-42.6% |
| Admin fee / account holder | $1,693 | $3,501-51.6% | $5,019-66.3% | $4,888-65.4% |