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 | $32,837 | $57,354-42.7% | $83,848-60.8% | $64,186-48.8% |
| Participation rate | 73.4% | 68.6%+4.8pp | 76.1%-2.7pp | 69.6%+3.8pp |
| Annual return | 8.55% | 11.38%-2.8pp | 850.88%-842.3pp | 7.63%+0.9pp |
| Employer contribution / active EE | $885 | $2,545-65.2% | $3,631-75.6% | $2,381-62.8% |
| Participant deferral / active EE | $1,874 | $2,993-37.4% | $4,082-54.1% | $3,470-46.0% |
| Admin fee / account holder | $2,659 | $4,046-34.3% | $5,478-51.5% | $4,888-45.6% |