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 | $41,195 | $71,057-42.0% | $93,654-56.0% | $80,874-49.1% |
| Participation rate | 92.2% | 60.4%+31.8pp | 68.7%+23.4pp | 67.6%+24.5pp |
| Annual return | 14.75% | 11.26%+3.5pp | 133.34%-118.6pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,124 | $1,564-28.1% | $2,421-53.6% | $2,756-59.2% |
| Participant deferral / active EE | $2,855 | $4,034-29.2% | $4,413-35.3% | $4,297-33.5% |
| Admin fee / account holder | $943 | $6,944-86.4% | $8,282-88.6% | $6,935-86.4% |