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 | $36,825 | $58,828-37.4% | $77,999-52.8% | $62,891-41.4% |
| Participation rate | 96.7% | 71.1%+25.6pp | 75.5%+21.1pp | 69.3%+27.4pp |
| Annual return | 7.52% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $924 | $1,672-44.7% | $2,470-62.6% | $2,281-59.5% |
| Participant deferral / active EE | $1,976 | $2,686-26.4% | $3,497-43.5% | $3,203-38.3% |
| Admin fee / account holder | $3,200 | $4,393-27.2% | $5,480-41.6% | $4,296-25.5% |