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 | $38,969 | $67,606-42.4% | $82,313-52.7% | $70,131-44.4% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 14.35% | 21.57%-7.2pp | 25.88%-11.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,281 | $1,755-27.0% | $2,428-47.2% | $2,342-45.3% |
| Participant deferral / active EE | $2,302 | $2,987-22.9% | $3,706-37.9% | $3,332-30.9% |
| Admin fee / account holder | $581 | $4,512-87.1% | $5,608-89.6% | $4,645-87.5% |