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 | $33,856 | $95,803-64.7% | $113,168-70.1% | $84,808-60.1% |
| Participation rate | 91.2% | 72.9%+18.4pp | 76.6%+14.7pp | 68.3%+22.9pp |
| Annual return | 19.55% | 25.00%-5.5pp | 24.27%-4.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,061 | $2,360-55.0% | $2,975-64.3% | $2,631-59.7% |
| Participant deferral / active EE | $4,029 | $4,242-5.0% | $5,107-21.1% | $4,212-4.3% |
| Admin fee / account holder | $2,309 | $8,989-74.3% | $12,068-80.9% | $7,344-68.6% |