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 | $46,606 | $58,512-20.3% | $84,015-44.5% | $72,985-36.1% |
| Participation rate | 81.0% | 61.2%+19.8pp | 69.0%+12.0pp | 69.5%+11.5pp |
| Annual return | 18.61% | 28.93%-10.3pp | 71.31%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $512 | $1,163-56.0% | $1,983-74.2% | $2,440-79.0% |
| Participant deferral / active EE | $2,333 | $2,394-2.5% | $3,239-28.0% | $3,607-35.3% |
| Admin fee / account holder | $805 | $4,569-82.4% | $6,101-86.8% | $5,124-84.3% |