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 | $33,930 | $89,355-62.0% | $141,162-76.0% | $72,985-53.5% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 27.56% | 111.85%-84.3pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,735 | $3,114-44.3% | $4,735-63.4% | $2,440-28.9% |
| Participant deferral / active EE | $3,110 | $5,418-42.6% | $6,709-53.6% | $3,607-13.8% |
| Admin fee / account holder | $1,423 | $5,958-76.1% | $10,261-86.1% | $5,124-72.2% |