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 | $35,254 | $108,172-67.4% | $77,482-54.5% | $158,922-77.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.46% | 31.67%-22.2pp | 54.79%-45.3pp | 302.83%-293.4pp |
| Employer contribution / active EE | $441 | $1,325-66.7% | $986-55.3% | $4,761-90.7% |
| Participant deferral / active EE | $2,895 | $2,456+17.9% | $1,861+55.5% | $5,982-51.6% |
| Admin fee / account holder | $2,261 | $3,708-39.0% | $2,858-20.9% | $11,246-79.9% |