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 | $46,849 | $64,324-27.2% | $118,925-60.6% | $79,858-41.3% |
| Participation rate | 81.8% | 64.9%+17.0pp | 75.4%+6.4pp | 69.6%+12.2pp |
| Annual return | 18.66% | 86.45%-67.8pp | 35.88%-17.2pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,328 | $1,836-27.7% | $3,263-59.3% | $2,471-46.2% |
| Participant deferral / active EE | $3,691 | $2,824+30.7% | $4,265-13.5% | $3,740-1.3% |
| Admin fee / account holder | $3,004 | $4,040-25.6% | $6,581-54.3% | $5,306-43.4% |