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 | $43,037 | $74,927-42.6% | $101,794-57.7% | $84,808-49.3% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.2%+11.5pp | 68.3%+12.3pp |
| Annual return | 14.27% | 18.70%-4.4pp | 30.53%-16.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $551 | $1,522-63.8% | $2,289-75.9% | $2,631-79.0% |
| Participant deferral / active EE | $2,809 | $3,099-9.3% | $4,084-31.2% | $4,212-33.3% |
| Admin fee / account holder | $8,782 | $6,514+34.8% | $8,777+0.1% | $7,344+19.6% |