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 | $40,083 | $81,248-50.7% | $155,509-74.2% | $80,856-50.4% |
| Participation rate | 89.8% | 66.2%+23.6pp | 78.2%+11.6pp | 67.6%+22.2pp |
| Annual return | 14.34% | 33.31%-19.0pp | 64.67%-50.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,107 | $3,100-64.3% | $4,672-76.3% | $2,755-59.8% |
| Participant deferral / active EE | $2,729 | $3,452-20.9% | $5,626-51.5% | $4,296-36.5% |
| Admin fee / account holder | $1,803 | $7,997-77.5% | $15,912-88.7% | $6,918-73.9% |