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 | $32,010 | $48,076-33.4% | $78,689-59.3% | $62,891-49.1% |
| Participation rate | 84.6% | 65.2%+19.4pp | 73.6%+11.1pp | 69.3%+15.3pp |
| Annual return | 8.59% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,018 | $2,015+198.7% | $2,851+111.1% | $2,281+163.8% |
| Participant deferral / active EE | $8,735 | $2,588+237.6% | $3,517+148.4% | $3,203+172.7% |
| Admin fee / account holder | $2,301 | $3,207-28.2% | $4,510-49.0% | $4,296-46.4% |