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 | $36,581 | $54,541-32.9% | $78,778-53.6% | $70,131-47.8% |
| Participation rate | 72.7% | 60.8%+11.9pp | 69.2%+3.5pp | 69.5%+3.2pp |
| Annual return | 15.66% | 21.07%-5.4pp | 35.62%-20.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $799 | $1,089-26.6% | $1,986-59.8% | $2,342-65.9% |
| Participant deferral / active EE | $1,689 | $2,210-23.6% | $2,958-42.9% | $3,332-49.3% |
| Admin fee / account holder | $1,238 | $3,709-66.6% | $5,134-75.9% | $4,645-73.3% |