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 | $31,733 | $83,477-62.0% | $125,175-74.6% | $72,985-56.5% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.3pp | 69.5%+10.0pp |
| Annual return | 18.27% | 25.78%-7.5pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,111 | $2,345-52.6% | $3,865-71.3% | $2,440-54.5% |
| Participant deferral / active EE | $1,953 | $3,585-45.5% | $4,937-60.4% | $3,607-45.9% |
| Admin fee / account holder | $11,800 | $5,517+113.9% | $9,702+21.6% | $5,124+130.3% |