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 | $35,480 | $77,899-54.5% | $149,673-76.3% | $75,163-52.8% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 13.45% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,054 | $3,137-34.5% | $4,818-57.4% | $2,670-23.1% |
| Participant deferral / active EE | $2,854 | $3,411-16.3% | $5,680-49.7% | $4,125-30.8% |
| Admin fee / account holder | $1,451 | $5,956-75.6% | $13,210-89.0% | $5,651-74.3% |