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 | $36,470 | $91,190-60.0% | $178,490-79.6% | $79,858-54.3% |
| Participation rate | 88.8% | 69.2%+19.6pp | 81.9%+6.8pp | 69.6%+19.1pp |
| Annual return | 15.27% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,511 | $3,256-53.6% | $5,011-69.8% | $2,471-38.9% |
| Participant deferral / active EE | $2,238 | $3,236-30.9% | $5,202-57.0% | $3,740-40.2% |
| Admin fee / account holder | $4,370 | $6,751-35.3% | $13,984-68.7% | $5,306-17.6% |