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 | $36,190 | $78,422-53.9% | $95,952-62.3% | $79,858-54.7% |
| Participation rate | 98.1% | 73.5%+24.6pp | 77.1%+21.0pp | 69.6%+28.4pp |
| Annual return | 15.28% | 19.37%-4.1pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,316 | $1,945-32.3% | $2,541-48.2% | $2,471-46.7% |
| Participant deferral / active EE | $2,355 | $3,440-31.6% | $4,167-43.5% | $3,740-37.0% |
| Admin fee / account holder | $2,573 | $5,622-54.2% | $6,795-62.1% | $5,306-51.5% |