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 | $39,677 | $104,251-61.9% | $91,001-56.4% | $147,584-73.1% |
| Participation rate | 81.0% | 78.2%+2.7pp | 75.6%+5.4pp | 82.8%-1.9pp |
| Annual return | 14.69% | 27.06%-12.4pp | 4.60%+10.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,379 | $3,116-55.8% | $2,456-43.9% | $4,876-71.7% |
| Participant deferral / active EE | $2,411 | $4,195-42.5% | $3,547-32.0% | $5,439-55.7% |
| Admin fee / account holder | $9,420 | $8,948+5.3% | $5,417+73.9% | $10,885-13.5% |