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 | $29,145 | $65,390-55.4% | $169,368-82.8% | $71,457-59.2% |
| Participation rate | 83.2% | 67.0%+16.2pp | 77.1%+6.0pp | 67.9%+15.2pp |
| Annual return | 17.94% | 21.31%-3.4pp | 405.60%-387.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,547 | $2,079-25.6% | $4,013-61.5% | $2,588-40.2% |
| Participant deferral / active EE | $2,943 | $4,367-32.6% | $6,221-52.7% | $4,289-31.4% |
| Admin fee / account holder | $1,287 | $1,324-2.8% | $9,003-85.7% | $1,587-18.9% |