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 | $30,801 | $90,503-66.0% | $78,689-60.9% | $273,961-88.8% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 14.96% | 75.60%-60.6pp | 62.18%-47.2pp | 41.45%-26.5pp |
| Employer contribution / active EE | $1,582 | $3,176-50.2% | $2,851-44.5% | $4,869-67.5% |
| Participant deferral / active EE | $2,542 | $3,901-34.8% | $3,517-27.7% | $5,287-51.9% |
| Admin fee / account holder | $7,361 | $5,263+39.9% | $4,510+63.2% | $10,132-27.3% |