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 | $34,431 | $51,576-33.2% | $129,207-73.4% | $80,856-57.4% |
| Participation rate | 91.3% | 57.0%+34.3pp | 69.6%+21.6pp | 67.6%+23.6pp |
| Annual return | 16.51% | 20.81%-4.3pp | 9417.33%-9400.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,353 | $1,584-14.6% | $4,153-67.4% | $2,755-50.9% |
| Participant deferral / active EE | $3,795 | $2,669+42.2% | $4,168-8.9% | $4,296-11.7% |
| Admin fee / account holder | $2,414 | $4,305-43.9% | $7,715-68.7% | $6,918-65.1% |