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 | $36,366 | $77,634-53.2% | $156,549-76.8% | $62,891-42.2% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | 6.66% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $909 | $3,444-73.6% | $5,501-83.5% | $2,281-60.2% |
| Participant deferral / active EE | $3,494 | $3,045+14.7% | $4,871-28.3% | $3,203+9.1% |
| Admin fee / account holder | $2,661 | $5,561-52.1% | $13,027-79.6% | $4,296-38.0% |