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 | $30,069 | $49,227-38.9% | $70,449-57.3% | $79,858-62.3% |
| Participation rate | 70.9% | 69.2%+1.7pp | 75.1%-4.1pp | 69.6%+1.3pp |
| Annual return | 14.41% | 30.06%-15.7pp | 109.03%-94.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,116 | $2,099-46.8% | $2,737-59.2% | $2,471-54.8% |
| Participant deferral / active EE | $1,964 | $2,768-29.0% | $3,709-47.0% | $3,740-47.5% |
| Admin fee / account holder | $4,180 | $2,878+45.2% | $3,845+8.7% | $5,306-21.2% |