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 | $30,324 | $86,922-65.1% | $102,438-70.4% | $80,874-62.5% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 12.40% | 18.90%-6.5pp | 29.37%-17.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,342 | $2,369-43.4% | $3,024-55.6% | $2,756-51.3% |
| Participant deferral / active EE | $3,522 | $4,119-14.5% | $5,054-30.3% | $4,297-18.0% |
| Admin fee / account holder | $1,050 | $8,050-87.0% | $9,448-88.9% | $6,935-84.9% |