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 | $34,071 | $48,046-29.1% | $84,611-59.7% | $72,985-53.3% |
| Participation rate | 78.9% | 57.6%+21.3pp | 68.2%+10.6pp | 69.5%+9.4pp |
| Annual return | 18.33% | 37.38%-19.1pp | 258.74%-240.4pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,758 | $1,602+9.7% | $2,652-33.7% | $2,440-28.0% |
| Participant deferral / active EE | $3,230 | $2,680+20.5% | $3,899-17.1% | $3,607-10.5% |
| Admin fee / account holder | $1,790 | $3,395-47.3% | $4,912-63.6% | $5,124-65.1% |