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 | $33,203 | $77,899-57.4% | $149,673-77.8% | $75,163-55.8% |
| Participation rate | 74.2% | 65.6%+8.6pp | 78.8%-4.6pp | 67.2%+7.0pp |
| Annual return | 15.22% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,579 | $3,137-17.8% | $4,818-46.5% | $2,670-3.4% |
| Participant deferral / active EE | $2,898 | $3,411-15.1% | $5,680-49.0% | $4,125-29.8% |
| Admin fee / account holder | $743 | $5,956-87.5% | $13,210-94.4% | $5,651-86.8% |