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 | $34,546 | $86,922-60.3% | $102,438-66.3% | $80,874-57.3% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.6%+13.2pp |
| Annual return | 11.57% | 18.90%-7.3pp | 29.37%-17.8pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,315 | $2,369-44.5% | $3,024-56.5% | $2,756-52.3% |
| Participant deferral / active EE | $3,461 | $4,119-16.0% | $5,054-31.5% | $4,297-19.4% |
| Admin fee / account holder | $16,314 | $8,050+102.7% | $9,448+72.7% | $6,935+135.2% |