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 | $33,162 | $77,899-57.4% | $149,673-77.8% | $75,163-55.9% |
| Participation rate | 71.2% | 65.6%+5.6pp | 78.8%-7.6pp | 67.2%+4.0pp |
| Annual return | 15.77% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,342 | $3,137-57.2% | $4,818-72.1% | $2,670-49.7% |
| Participant deferral / active EE | $1,968 | $3,411-42.3% | $5,680-65.4% | $4,125-52.3% |
| Admin fee / account holder | $1,118 | $5,956-81.2% | $13,210-91.5% | $5,651-80.2% |