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 | $37,448 | $48,076-22.1% | $78,689-52.4% | $62,891-40.5% |
| Participation rate | 82.9% | 65.2%+17.7pp | 73.6%+9.3pp | 69.3%+13.6pp |
| Annual return | 7.49% | 31.35%-23.9pp | 62.18%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $880 | $2,015-56.3% | $2,851-69.1% | $2,281-61.4% |
| Participant deferral / active EE | $1,576 | $2,588-39.1% | $3,517-55.2% | $3,203-50.8% |
| Admin fee / account holder | $2,918 | $3,207-9.0% | $4,510-35.3% | $4,296-32.1% |