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 | $36,200 | $65,041-44.3% | $90,951-60.2% | $79,858-54.7% |
| Participation rate | 86.0% | 61.6%+24.4pp | 69.0%+17.0pp | 69.6%+16.4pp |
| Annual return | 14.14% | 30.45%-16.3pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,015 | $1,247-18.6% | $2,122-52.2% | $2,471-58.9% |
| Participant deferral / active EE | $1,639 | $2,512-34.8% | $3,373-51.4% | $3,740-56.2% |
| Admin fee / account holder | $7,421 | $4,536+63.6% | $5,959+24.5% | $5,306+39.8% |