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 | $38,500 | $73,933-47.9% | $96,683-60.2% | $75,163-48.8% |
| Participation rate | 78.8% | 66.4%+12.4pp | 74.3%+4.5pp | 67.2%+11.7pp |
| Annual return | 15.24% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,865 | $2,928-36.3% | $3,737-50.1% | $2,670-30.1% |
| Participant deferral / active EE | $1,691 | $3,659-53.8% | $4,878-65.3% | $4,125-59.0% |
| Admin fee / account holder | $4,376 | $5,216-16.1% | $6,730-35.0% | $5,651-22.6% |