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 | $35,093 | $84,233-58.3% | $170,442-79.4% | $70,131-50.0% |
| Participation rate | 75.8% | 70.8%+4.9pp | 83.6%-7.8pp | 69.5%+6.2pp |
| Annual return | 15.35% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,162 | $3,387-36.2% | $5,433-60.2% | $2,342-7.7% |
| Participant deferral / active EE | $3,189 | $3,086+3.3% | $4,939-35.4% | $3,332-4.3% |
| Admin fee / account holder | $2,508 | $5,698-56.0% | $13,880-81.9% | $4,645-46.0% |