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 | $35,383 | $78,422-54.9% | $95,952-63.1% | $79,858-55.7% |
| Participation rate | 79.2% | 73.5%+5.8pp | 77.1%+2.2pp | 69.6%+9.6pp |
| Annual return | 16.21% | 19.37%-3.2pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $936 | $1,945-51.9% | $2,541-63.2% | $2,471-62.1% |
| Participant deferral / active EE | $2,409 | $3,440-30.0% | $4,167-42.2% | $3,740-35.6% |
| Admin fee / account holder | $478 | $5,622-91.5% | $6,795-93.0% | $5,306-91.0% |