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 | $33,680 | $60,022-43.9% | $88,946-62.1% | $84,808-60.3% |
| Participation rate | 82.9% | 57.8%+25.0pp | 68.8%+14.0pp | 68.3%+14.5pp |
| Annual return | 15.44% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $915 | $1,703-46.2% | $2,555-64.2% | $2,631-65.2% |
| Participant deferral / active EE | $2,362 | $3,114-24.1% | $4,581-48.4% | $4,212-43.9% |
| Admin fee / account holder | $20,768 | $4,811+331.7% | $8,261+151.4% | $7,344+182.8% |