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 | $34,649 | $53,777-35.6% | $134,143-74.2% | $79,858-56.6% |
| Participation rate | 88.7% | 58.8%+29.9pp | 72.2%+16.5pp | 69.6%+19.1pp |
| Annual return | 14.31% | 19.01%-4.7pp | 36.33%-22.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,268 | $1,321-4.0% | $3,704-65.8% | $2,471-48.7% |
| Participant deferral / active EE | $2,554 | $2,420+5.5% | $3,499-27.0% | $3,740-31.7% |
| Admin fee / account holder | $819 | $3,984-79.4% | $6,684-87.7% | $5,306-84.6% |