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 | $38,920 | $58,512-33.5% | $84,015-53.7% | $72,985-46.7% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 17.87% | 28.93%-11.1pp | 71.31%-53.4pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,917 | $1,163+64.8% | $1,983-3.3% | $2,440-21.4% |
| Participant deferral / active EE | $4,369 | $2,394+82.5% | $3,239+34.9% | $3,607+21.1% |
| Admin fee / account holder | $6,335 | $4,569+38.7% | $6,101+3.8% | $5,124+23.6% |