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 | $46,328 | $32,037+44.6% | $69,182-33.0% | $62,891-26.3% |
| Participation rate | 93.9% | 43.4%+50.5pp | 55.1%+38.8pp | 69.3%+24.6pp |
| Annual return | 8.33% | 15.16%-6.8pp | -21.93%+30.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $909 | $679+33.9% | $1,206-24.6% | $2,281-60.1% |
| Participant deferral / active EE | $664 | $1,185-44.0% | $1,897-65.0% | $3,203-79.3% |
| Admin fee / account holder | $4,496 | $2,608+72.4% | $2,697+66.7% | $4,296+4.7% |