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 | $24,097 | $80,717-70.1% | $154,803-84.4% | $84,808-71.6% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 17.56% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,222 | $2,761-55.7% | $4,305-71.6% | $2,631-53.5% |
| Participant deferral / active EE | $1,737 | $3,303-47.4% | $5,540-68.6% | $4,212-58.8% |
| Admin fee / account holder | $4,038 | $6,746-40.1% | $14,329-71.8% | $7,344-45.0% |