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 | $30,308 | $68,547-55.8% | $120,354-74.8% | $80,856-62.5% |
| Participation rate | 97.7% | 61.6%+36.1pp | 71.9%+25.8pp | 67.6%+30.0pp |
| Annual return | 10.93% | 23.60%-12.7pp | 107.15%-96.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,399 | $2,051+17.0% | $3,463-30.7% | $2,755-12.9% |
| Participant deferral / active EE | $2,065 | $3,173-34.9% | $4,991-58.6% | $4,296-51.9% |
| Admin fee / account holder | $3,474 | $5,732-39.4% | $9,423-63.1% | $6,918-49.8% |