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 | $51,673 | $89,753-42.4% | $107,525-51.9% | $84,808-39.1% |
| Participation rate | 90.2% | 68.1%+22.2pp | 75.1%+15.2pp | 68.3%+21.9pp |
| Annual return | 16.75% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,172 | $3,113-62.4% | $3,754-68.8% | $2,631-55.5% |
| Participant deferral / active EE | $3,942 | $4,056-2.8% | $5,116-22.9% | $4,212-6.4% |
| Admin fee / account holder | $4,312 | $7,222-40.3% | $8,919-51.7% | $7,344-41.3% |