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 | $31,879 | $53,822-40.8% | $75,696-57.9% | $85,850-62.9% |
| Participation rate | 74.1% | 69.1%+5.0pp | 74.8%-0.8pp | 69.3%+4.8pp |
| Annual return | 13.36% | 24.54%-11.2pp | 104.53%-91.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,152 | $2,017-42.9% | $2,743-58.0% | $2,565-55.1% |
| Participant deferral / active EE | $1,932 | $2,895-33.3% | $3,821-49.4% | $3,952-51.1% |
| Admin fee / account holder | $2,639 | $3,343-21.0% | $3,619-27.1% | $6,260-57.8% |