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 | $35,811 | $53,777-33.4% | $134,143-73.3% | $79,858-55.2% |
| Participation rate | 83.3% | 58.8%+24.6pp | 72.2%+11.2pp | 69.6%+13.7pp |
| Annual return | 22.81% | 19.01%+3.8pp | 36.33%-13.5pp | 31.71%-8.9pp |
| Employer contribution / active EE | $958 | $1,321-27.5% | $3,704-74.1% | $2,471-61.2% |
| Participant deferral / active EE | $2,537 | $2,420+4.8% | $3,499-27.5% | $3,740-32.2% |
| Admin fee / account holder | $6,569 | $3,984+64.9% | $6,684-1.7% | $5,306+23.8% |