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 | $43,729 | $86,929-49.7% | $102,423-57.3% | $80,856-45.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.76% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $891 | $2,369-62.4% | $3,023-70.5% | $2,755-67.7% |
| Participant deferral / active EE | $2,871 | $4,118-30.3% | $5,053-43.2% | $4,296-33.2% |
| Admin fee / account holder | $9,191 | $8,049+14.2% | $9,451-2.7% | $6,918+32.9% |