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 | $48,245 | $55,706-13.4% | $75,886-36.4% | $72,985-33.9% |
| Participation rate | 73.3% | 61.1%+12.2pp | 69.3%+4.1pp | 69.5%+3.8pp |
| Annual return | 18.02% | 27.59%-9.6pp | 30.76%-12.7pp | 81.00%-63.0pp |
| Employer contribution / active EE | $905 | $1,687-46.4% | $2,500-63.8% | $2,440-62.9% |
| Participant deferral / active EE | $2,013 | $2,634-23.6% | $3,603-44.1% | $3,607-44.2% |
| Admin fee / account holder | $6,471 | $3,978+62.7% | $5,418+19.4% | $5,124+26.3% |