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 | $36,972 | $77,899-52.5% | $149,673-75.3% | $75,163-50.8% |
| Participation rate | 72.9% | 65.6%+7.3pp | 78.8%-5.9pp | 67.2%+5.7pp |
| Annual return | 16.64% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $937 | $3,137-70.1% | $4,818-80.5% | $2,670-64.9% |
| Participant deferral / active EE | $1,333 | $3,411-60.9% | $5,680-76.5% | $4,125-67.7% |
| Admin fee / account holder | $2,533 | $5,956-57.5% | $13,210-80.8% | $5,651-55.2% |