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 | $46,476 | $59,839-22.3% | $81,983-43.3% | $79,858-41.8% |
| Participation rate | 75.9% | 61.6%+14.2pp | 69.2%+6.6pp | 69.6%+6.2pp |
| Annual return | 13.09% | 17.56%-4.5pp | 41.31%-28.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $754 | $1,713-56.0% | $2,498-69.8% | $2,471-69.5% |
| Participant deferral / active EE | $3,951 | $2,695+46.6% | $3,722+6.2% | $3,740+5.6% |
| Admin fee / account holder | $2,706 | $4,287-36.9% | $5,664-52.2% | $5,306-49.0% |