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 | $36,455 | $117,859-69.1% | $102,438-64.4% | $145,959-75.0% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 15.87% | 31.72%-15.8pp | 29.37%-13.5pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,945 | $3,615-46.2% | $3,024-35.7% | $4,661-58.3% |
| Participant deferral / active EE | $4,527 | $5,732-21.0% | $5,054-10.4% | $6,689-32.3% |
| Admin fee / account holder | $26,944 | $13,318+102.3% | $9,448+185.2% | $13,398+101.1% |