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 | $36,834 | $47,944-23.2% | $67,834-45.7% | $62,891-41.4% |
| Participation rate | 77.3% | 61.1%+16.2pp | 68.8%+8.5pp | 69.3%+8.0pp |
| Annual return | 6.97% | 11.77%-4.8pp | 138.47%-131.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $883 | $1,562-43.5% | $2,403-63.3% | $2,281-61.3% |
| Participant deferral / active EE | $3,366 | $2,247+49.8% | $3,160+6.5% | $3,203+5.1% |
| Admin fee / account holder | $2,181 | $3,712-41.2% | $4,622-52.8% | $4,296-49.2% |