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 | $44,799 | $117,859-62.0% | $102,438-56.3% | $145,959-69.3% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 11.97% | 31.72%-19.8pp | 29.37%-17.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,699 | $3,615-53.0% | $3,024-43.8% | $4,661-63.5% |
| Participant deferral / active EE | $3,379 | $5,732-41.0% | $5,054-33.1% | $6,689-49.5% |
| Admin fee / account holder | $11,247 | $13,318-15.6% | $9,448+19.0% | $13,398-16.1% |