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 | $32,661 | $57,016-42.7% | $84,966-61.6% | $80,856-59.6% |
| Participation rate | 86.2% | 56.3%+29.8pp | 67.5%+18.7pp | 67.6%+18.5pp |
| Annual return | 12.07% | 21.66%-9.6pp | 66.38%-54.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,295 | $1,798+27.7% | $2,727-15.8% | $2,755-16.7% |
| Participant deferral / active EE | $4,029 | $3,110+29.6% | $4,519-10.9% | $4,296-6.2% |
| Admin fee / account holder | $3,266 | $4,980-34.4% | $6,149-46.9% | $6,918-52.8% |