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 | $43,245 | $91,190-52.6% | $178,490-75.8% | $79,858-45.8% |
| Participation rate | 85.0% | 69.2%+15.8pp | 81.9%+3.1pp | 69.6%+15.4pp |
| Annual return | 13.97% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,240 | $3,256-61.9% | $5,011-75.3% | $2,471-49.8% |
| Participant deferral / active EE | $1,169 | $3,236-63.9% | $5,202-77.5% | $3,740-68.7% |
| Admin fee / account holder | $394 | $6,751-94.2% | $13,984-97.2% | $5,306-92.6% |