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 | $37,345 | $91,552-59.2% | $133,956-72.1% | $79,858-53.2% |
| Participation rate | 89.4% | 73.3%+16.0pp | 79.8%+9.5pp | 69.6%+19.7pp |
| Annual return | 12.56% | 61.85%-49.3pp | 45.09%-32.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $839 | $2,384-64.8% | $3,919-78.6% | $2,471-66.0% |
| Participant deferral / active EE | $2,252 | $3,733-39.7% | $5,048-55.4% | $3,740-39.8% |
| Admin fee / account holder | $8,548 | $6,321+35.2% | $8,927-4.2% | $5,306+61.1% |