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 | $33,523 | $71,050-52.8% | $93,606-64.2% | $80,856-58.5% |
| Participation rate | 73.3% | 60.4%+12.9pp | 68.7%+4.6pp | 67.6%+5.7pp |
| Annual return | 16.97% | 11.26%+5.7pp | 133.20%-116.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $829 | $1,564-47.0% | $2,420-65.8% | $2,755-69.9% |
| Participant deferral / active EE | $1,247 | $4,034-69.1% | $4,411-71.7% | $4,296-71.0% |
| Admin fee / account holder | $4,788 | $6,945-31.1% | $8,285-42.2% | $6,918-30.8% |