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 | $37,872 | $95,416-60.3% | $185,823-79.6% | $85,850-55.9% |
| Participation rate | 78.9% | 68.8%+10.2pp | 81.7%-2.8pp | 69.3%+9.6pp |
| Annual return | 12.96% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,529 | $3,314-53.9% | $5,167-70.4% | $2,565-40.4% |
| Participant deferral / active EE | $2,604 | $3,423-23.9% | $5,568-53.2% | $3,952-34.1% |
| Admin fee / account holder | $8,632 | $7,213+19.7% | $16,237-46.8% | $6,260+37.9% |