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 | $32,369 | $103,376-68.7% | $87,100-62.8% | $152,861-78.8% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 21.72% | 28.10%-6.4pp | 28.19%-6.5pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,033 | $3,220-36.9% | $2,521-19.4% | $4,762-57.3% |
| Participant deferral / active EE | $4,620 | $4,778-3.3% | $4,049+14.1% | $5,850-21.0% |
| Admin fee / account holder | $4,122 | $12,205-66.2% | $7,497-45.0% | $11,596-64.5% |