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 | $44,927 | $58,512-23.2% | $84,015-46.5% | $72,985-38.4% |
| Participation rate | 74.6% | 61.2%+13.4pp | 69.0%+5.6pp | 69.5%+5.1pp |
| Annual return | 16.94% | 28.93%-12.0pp | 71.31%-54.4pp | 81.00%-64.1pp |
| Employer contribution / active EE | $464 | $1,163-60.1% | $1,983-76.6% | $2,440-81.0% |
| Participant deferral / active EE | $3,539 | $2,394+47.8% | $3,239+9.3% | $3,607-1.9% |
| Admin fee / account holder | $3,587 | $4,569-21.5% | $6,101-41.2% | $5,124-30.0% |