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 | $37,344 | $49,915-25.2% | $154,803-75.9% | $74,304-49.7% |
| Participation rate | 75.4% | 54.0%+21.5pp | 78.1%-2.6pp | 60.3%+15.1pp |
| Annual return | 19.54% | 34.06%-14.5pp | 58.88%-39.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $965 | $1,611-40.1% | $4,305-77.6% | $2,241-56.9% |
| Participant deferral / active EE | $2,725 | $2,255+20.8% | $5,540-50.8% | $3,767-27.7% |
| Admin fee / account holder | $4,662 | $2,189+113.0% | $14,329-67.5% | $2,969+57.0% |