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 | $25,516 | $49,227-48.2% | $70,449-63.8% | $79,858-68.0% |
| Participation rate | 96.8% | 69.2%+27.6pp | 75.1%+21.7pp | 69.6%+27.1pp |
| Annual return | 12.91% | 30.06%-17.2pp | 109.03%-96.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $649 | $2,099-69.1% | $2,737-76.3% | $2,471-73.7% |
| Participant deferral / active EE | $3,874 | $2,768+40.0% | $3,709+4.5% | $3,740+3.6% |
| Admin fee / account holder | $3,257 | $2,878+13.2% | $3,845-15.3% | $5,306-38.6% |