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 | $33,577 | $107,015-68.6% | $73,545-54.3% | $147,584-77.2% |
| Participation rate | 77.8% | 66.4%+11.4pp | 54.9%+22.8pp | 82.8%-5.1pp |
| Annual return | 14.19% | 38.25%-24.1pp | -15.16%+29.3pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,574 | $1,760-10.6% | $1,219+29.1% | $4,876-67.7% |
| Participant deferral / active EE | $2,403 | $2,462-2.4% | $1,806+33.0% | $5,439-55.8% |
| Admin fee / account holder | $2,130 | $3,055-30.3% | $2,320-8.2% | $10,885-80.4% |