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 | $35,361 | $72,277-51.1% | $101,248-65.1% | $79,858-55.7% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | 12.23% | 22.30%-10.1pp | 46.47%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,913 | $2,692-28.9% | $3,660-47.7% | $2,471-22.6% |
| Participant deferral / active EE | $2,915 | $3,282-11.2% | $4,370-33.3% | $3,740-22.1% |
| Admin fee / account holder | $12,613 | $4,400+186.6% | $5,945+112.1% | $5,306+137.7% |