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 | $37,259 | $56,053-33.5% | $75,972-51.0% | $80,856-53.9% |
| Participation rate | 78.3% | 62.0%+16.2pp | 69.1%+9.2pp | 67.6%+10.6pp |
| Annual return | 11.71% | 20.53%-8.8pp | 359.55%-347.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,795 | $1,874-4.2% | $2,685-33.2% | $2,755-34.9% |
| Participant deferral / active EE | $3,672 | $3,052+20.3% | $4,255-13.7% | $4,296-14.5% |
| Admin fee / account holder | $12,108 | $5,234+131.3% | $6,467+87.2% | $6,918+75.0% |