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 | $37,126 | $95,803-61.2% | $113,168-67.2% | $84,808-56.2% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 14.55% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $943 | $2,360-60.1% | $2,975-68.3% | $2,631-64.2% |
| Participant deferral / active EE | $4,100 | $4,242-3.3% | $5,107-19.7% | $4,212-2.6% |
| Admin fee / account holder | $1,056 | $8,989-88.3% | $12,068-91.3% | $7,344-85.6% |