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 | $35,052 | $109,413-68.0% | $156,263-77.6% | $84,808-58.7% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 16.52% | 20.18%-3.7pp | 59.47%-42.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,052 | $2,907-63.8% | $4,333-75.7% | $2,631-60.0% |
| Participant deferral / active EE | $2,008 | $4,590-56.3% | $6,158-67.4% | $4,212-52.3% |
| Admin fee / account holder | $784 | $9,357-91.6% | $14,255-94.5% | $7,344-89.3% |