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 | $30,174 | $81,248-62.9% | $155,509-80.6% | $80,856-62.7% |
| Participation rate | 96.1% | 66.2%+29.9pp | 78.2%+17.9pp | 67.6%+28.5pp |
| Annual return | 16.65% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,213 | $3,100-28.6% | $4,672-52.6% | $2,755-19.7% |
| Participant deferral / active EE | $3,748 | $3,452+8.6% | $5,626-33.4% | $4,296-12.7% |
| Admin fee / account holder | $3,562 | $7,997-55.5% | $15,912-77.6% | $6,918-48.5% |