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 | $36,255 | $95,803-62.2% | $113,168-68.0% | $84,808-57.2% |
| Participation rate | 94.1% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.8pp |
| Annual return | 19.35% | 25.00%-5.7pp | 24.27%-4.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,059 | $2,360-55.1% | $2,975-64.4% | $2,631-59.8% |
| Participant deferral / active EE | $2,641 | $4,242-37.7% | $5,107-48.3% | $4,212-37.3% |
| Admin fee / account holder | $907 | $8,989-89.9% | $12,068-92.5% | $7,344-87.7% |