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 | $39,056 | $91,190-57.2% | $178,490-78.1% | $79,858-51.1% |
| Participation rate | 75.5% | 69.2%+6.3pp | 81.9%-6.5pp | 69.6%+5.8pp |
| Annual return | 11.84% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,136 | $3,256-65.1% | $5,011-77.3% | $2,471-54.0% |
| Participant deferral / active EE | $4,189 | $3,236+29.4% | $5,202-19.5% | $3,740+12.0% |
| Admin fee / account holder | $8,350 | $6,751+23.7% | $13,984-40.3% | $5,306+57.4% |