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 | $34,657 | $43,723-20.7% | $121,196-71.4% | $64,186-46.0% |
| Participation rate | 70.8% | 58.3%+12.5pp | 71.7%-0.9pp | 69.6%+1.3pp |
| Annual return | 8.23% | 68.91%-60.7pp | 16.93%-8.7pp | 7.63%+0.6pp |
| Employer contribution / active EE | $1,118 | $1,296-13.7% | $4,022-72.2% | $2,381-53.0% |
| Participant deferral / active EE | $1,627 | $2,280-28.6% | $3,344-51.4% | $3,470-53.1% |
| Admin fee / account holder | $6,878 | $3,501+96.5% | $5,019+37.0% | $4,888+40.7% |