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 | $38,684 | $64,839-40.3% | $95,585-59.5% | $84,808-54.4% |
| Participation rate | 72.0% | 63.8%+8.2pp | 72.1%-0.1pp | 68.3%+3.7pp |
| Annual return | 15.95% | -670.96%+686.9pp | 38.56%-22.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,240 | $1,759-29.5% | $2,527-50.9% | $2,631-52.9% |
| Participant deferral / active EE | $3,109 | $2,965+4.9% | $4,023-22.7% | $4,212-26.2% |
| Admin fee / account holder | $4,170 | $5,964-30.1% | $6,127-31.9% | $7,344-43.2% |