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 | $42,671 | $86,929-50.9% | $102,423-58.3% | $80,856-47.2% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 22.63% | 18.88%+3.7pp | 29.32%-6.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,039 | $2,369-56.1% | $3,023-65.6% | $2,755-62.3% |
| Participant deferral / active EE | $2,352 | $4,118-42.9% | $5,053-53.5% | $4,296-45.3% |
| Admin fee / account holder | $12,255 | $8,049+52.2% | $9,451+29.7% | $6,918+77.1% |