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 | $36,586 | $71,050-48.5% | $93,606-60.9% | $80,856-54.8% |
| Participation rate | 71.9% | 60.4%+11.5pp | 68.7%+3.2pp | 67.6%+4.2pp |
| Annual return | 10.87% | 11.26%-0.4pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $810 | $1,564-48.2% | $2,420-66.5% | $2,755-70.6% |
| Participant deferral / active EE | $1,776 | $4,034-56.0% | $4,411-59.7% | $4,296-58.7% |
| Admin fee / account holder | $1,210 | $6,945-82.6% | $8,285-85.4% | $6,918-82.5% |