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 | $37,257 | $78,705-52.7% | $117,854-68.4% | $70,131-46.9% |
| Participation rate | 86.4% | 73.2%+13.2pp | 79.7%+6.8pp | 69.5%+16.9pp |
| Annual return | 17.05% | 23.30%-6.2pp | 335.08%-318.0pp | 73.14%-56.1pp |
| Employer contribution / active EE | $898 | $2,223-59.6% | $3,786-76.3% | $2,342-61.7% |
| Participant deferral / active EE | $3,529 | $3,297+7.0% | $4,482-21.3% | $3,332+5.9% |
| Admin fee / account holder | $2,616 | $5,065-48.4% | $8,020-67.4% | $4,645-43.7% |