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 | $29,136 | $93,170-68.7% | $100,534-71.0% | $84,808-65.6% |
| Participation rate | 85.2% | 75.8%+9.3pp | 80.6%+4.6pp | 68.3%+16.9pp |
| Annual return | 15.28% | 47.13%-31.9pp | 32.66%-17.4pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,444 | $3,985-63.8% | $4,346-66.8% | $2,631-45.1% |
| Participant deferral / active EE | $2,783 | $5,699-51.2% | $6,144-54.7% | $4,212-33.9% |
| Admin fee / account holder | $9,767 | $7,382+32.3% | $7,654+27.6% | $7,344+33.0% |