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 | $36,572 | $102,616-64.4% | $81,983-55.4% | $158,922-77.0% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.2%+23.1pp | 82.0%+10.3pp |
| Annual return | 13.14% | 61.04%-47.9pp | 41.31%-28.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,923 | $3,240-40.6% | $2,498-23.0% | $4,761-59.6% |
| Participant deferral / active EE | $2,080 | $4,648-55.3% | $3,722-44.1% | $5,982-65.2% |
| Admin fee / account holder | $4,329 | $8,235-47.4% | $5,664-23.6% | $11,246-61.5% |