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 | $40,838 | $58,851-30.6% | $115,157-64.5% | $72,985-44.0% |
| Participation rate | 76.9% | 65.5%+11.4pp | 75.9%+1.0pp | 69.5%+7.4pp |
| Annual return | 17.37% | 23.16%-5.8pp | 35.60%-18.2pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,217 | $1,798-32.3% | $3,179-61.7% | $2,440-50.1% |
| Participant deferral / active EE | $2,229 | $2,643-15.6% | $4,168-46.5% | $3,607-38.2% |
| Admin fee / account holder | $4,119 | $6,370-35.3% | $7,088-41.9% | $5,124-19.6% |