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 | $38,237 | $108,172-64.7% | $77,482-50.7% | $158,922-75.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.92% | 31.67%-17.8pp | 54.79%-40.9pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,581 | $1,325+19.3% | $986+60.3% | $4,761-66.8% |
| Participant deferral / active EE | $3,328 | $2,456+35.5% | $1,861+78.8% | $5,982-44.4% |
| Admin fee / account holder | $1,507 | $3,708-59.4% | $2,858-47.3% | $11,246-86.6% |