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 | $36,408 | $61,605-40.9% | $112,229-67.6% | $75,163-51.6% |
| Participation rate | 72.4% | 61.7%+10.7pp | 72.4%0pp | 67.2%+5.2pp |
| Annual return | 16.49% | 28.47%-12.0pp | 30.20%-13.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,355 | $2,015-32.8% | $3,430-60.5% | $2,670-49.2% |
| Participant deferral / active EE | $2,543 | $3,108-18.2% | $4,798-47.0% | $4,125-38.3% |
| Admin fee / account holder | $1,372 | $4,862-71.8% | $7,748-82.3% | $5,651-75.7% |