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 | $45,686 | $80,717-43.4% | $154,803-70.5% | $84,808-46.1% |
| Participation rate | 72.0% | 66.8%+5.2pp | 78.1%-6.0pp | 68.3%+3.7pp |
| Annual return | 14.63% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $880 | $2,761-68.1% | $4,305-79.6% | $2,631-66.5% |
| Participant deferral / active EE | $2,250 | $3,303-31.9% | $5,540-59.4% | $4,212-46.6% |
| Admin fee / account holder | $15,169 | $6,746+124.9% | $14,329+5.9% | $7,344+106.6% |