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 | $46,758 | $61,156-23.5% | $185,823-74.8% | $79,386-41.1% |
| Participation rate | 73.9% | 66.6%+7.3pp | 81.7%-7.8pp | 70.7%+3.2pp |
| Annual return | 13.12% | 19.45%-6.3pp | 122.05%-108.9pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,653 | $2,321-28.8% | $5,167-68.0% | $2,427-31.9% |
| Participant deferral / active EE | $2,175 | $2,789-22.0% | $5,568-60.9% | $4,046-46.2% |
| Admin fee / account holder | $2,421 | $710+241.2% | $16,237-85.1% | $626+286.5% |