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 | $36,199 | $70,428-48.6% | $96,562-62.5% | $85,850-57.8% |
| Participation rate | 81.3% | 61.8%+19.4pp | 69.8%+11.4pp | 69.3%+11.9pp |
| Annual return | 11.61% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $405 | $1,413-71.4% | $2,356-82.8% | $2,565-84.2% |
| Participant deferral / active EE | $3,513 | $2,894+21.4% | $3,849-8.7% | $3,952-11.1% |
| Admin fee / account holder | $5,338 | $4,997+6.8% | $6,181-13.6% | $6,260-14.7% |