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 | $42,583 | $89,355-52.3% | $141,162-69.8% | $72,985-41.7% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 21.37% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,991 | $3,114-36.1% | $4,735-58.0% | $2,440-18.4% |
| Participant deferral / active EE | $3,714 | $5,418-31.4% | $6,709-44.6% | $3,607+3.0% |
| Admin fee / account holder | $2,283 | $5,958-61.7% | $10,261-77.8% | $5,124-55.5% |