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 | $38,712 | $86,929-55.5% | $102,423-62.2% | $80,856-52.1% |
| Participation rate | 80.6% | 72.4%+8.2pp | 76.5%+4.1pp | 67.6%+13.0pp |
| Annual return | 12.44% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,159 | $2,369-51.1% | $3,023-61.7% | $2,755-57.9% |
| Participant deferral / active EE | $2,737 | $4,118-33.5% | $5,053-45.8% | $4,296-36.3% |
| Admin fee / account holder | $3,258 | $8,049-59.5% | $9,451-65.5% | $6,918-52.9% |