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 | $49,230 | $39,122+25.8% | $57,179-13.9% | $62,891-21.7% |
| Participation rate | 97.3% | 70.5%+26.8pp | 75.3%+22.0pp | 69.3%+28.0pp |
| Annual return | 5.97% | 9.23%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $418 | $1,874-77.7% | $2,682-84.4% | $2,281-81.7% |
| Participant deferral / active EE | $862 | $2,374-63.7% | $3,096-72.1% | $3,203-73.1% |
| Admin fee / account holder | $4,041 | $2,592+55.9% | $3,139+28.7% | $4,296-5.9% |