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 | $44,865 | $37,426+19.9% | $77,482-42.1% | $79,858-43.8% |
| Participation rate | 78.0% | 41.5%+36.5pp | 54.2%+23.9pp | 69.6%+8.4pp |
| Annual return | 12.71% | 39.70%-27.0pp | 54.79%-42.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $614 | $637-3.6% | $986-37.8% | $2,471-75.2% |
| Participant deferral / active EE | $967 | $1,260-23.2% | $1,861-48.0% | $3,740-74.1% |
| Admin fee / account holder | $5,817 | $2,504+132.3% | $2,858+103.5% | $5,306+9.6% |