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 | $28,765 | $81,248-64.6% | $155,509-81.5% | $80,856-64.4% |
| Participation rate | 75.5% | 66.2%+9.3pp | 78.2%-2.7pp | 67.6%+7.9pp |
| Annual return | 12.67% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,844 | $3,100-40.5% | $4,672-60.5% | $2,755-33.1% |
| Participant deferral / active EE | $2,940 | $3,452-14.8% | $5,626-47.7% | $4,296-31.6% |
| Admin fee / account holder | $832 | $7,997-89.6% | $15,912-94.8% | $6,918-88.0% |