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 | $21,935 | $92,222-76.2% | $76,768-71.4% | $135,375-83.8% |
| Participation rate | 81.3% | 79.8%+1.5pp | 77.0%+4.3pp | 82.6%-1.4pp |
| Annual return | 36.26% | 5.46%+30.8pp | 2.43%+33.8pp | 519.73%-483.5pp |
| Employer contribution / active EE | $1,712 | $3,216-46.8% | $2,485-31.1% | $4,779-64.2% |
| Participant deferral / active EE | $2,399 | $4,509-46.8% | $3,852-37.7% | $5,609-57.2% |
| Admin fee / account holder | $4,085 | $10,748-62.0% | $6,675-38.8% | $10,827-62.3% |