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 | $29,182 | $77,634-62.4% | $156,549-81.4% | $62,891-53.6% |
| Participation rate | 72.0% | 71.2%+0.8pp | 84.0%-12.0pp | 69.3%+2.7pp |
| Annual return | 7.83% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,452 | $3,444-57.8% | $5,501-73.6% | $2,281-36.4% |
| Participant deferral / active EE | $2,678 | $3,045-12.1% | $4,871-45.0% | $3,203-16.4% |
| Admin fee / account holder | $2,078 | $5,561-62.6% | $13,027-84.1% | $4,296-51.6% |