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 | $31,774 | $77,634-59.1% | $156,549-79.7% | $62,891-49.5% |
| Participation rate | 95.0% | 71.2%+23.8pp | 84.0%+11.0pp | 69.3%+25.7pp |
| Annual return | 7.52% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $531 | $3,444-84.6% | $5,501-90.3% | $2,281-76.7% |
| Participant deferral / active EE | $3,947 | $3,045+29.6% | $4,871-19.0% | $3,203+23.2% |
| Admin fee / account holder | $367 | $5,561-93.4% | $13,027-97.2% | $4,296-91.5% |