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 | $31,102 | $43,723-28.9% | $121,196-74.3% | $64,186-51.5% |
| Participation rate | 96.1% | 58.3%+37.8pp | 71.7%+24.3pp | 69.6%+26.5pp |
| Annual return | 10.51% | 68.91%-58.4pp | 16.93%-6.4pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,025 | $1,296-20.9% | $4,022-74.5% | $2,381-56.9% |
| Participant deferral / active EE | $2,012 | $2,280-11.8% | $3,344-39.8% | $3,470-42.0% |
| Admin fee / account holder | $3,414 | $3,501-2.5% | $5,019-32.0% | $4,888-30.1% |