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 | $35,879 | $117,841-69.6% | $102,423-65.0% | $145,922-75.4% |
| Participation rate | 81.3% | 78.6%+2.7pp | 76.5%+4.8pp | 80.3%+1.0pp |
| Annual return | 11.76% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,013 | $3,615-72.0% | $3,023-66.5% | $4,660-78.3% |
| Participant deferral / active EE | $2,105 | $5,731-63.3% | $5,053-58.3% | $6,688-68.5% |
| Admin fee / account holder | $7,622 | $13,326-42.8% | $9,451-19.3% | $13,397-43.1% |