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 | $33,285 | $61,272-45.7% | $149,673-77.8% | $71,457-53.4% |
| Participation rate | 70.6% | 62.5%+8.1pp | 78.8%-8.2pp | 67.9%+2.7pp |
| Annual return | 13.65% | 35.85%-22.2pp | 134.42%-120.8pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,837 | $2,378-22.7% | $4,818-61.9% | $2,588-29.0% |
| Participant deferral / active EE | $2,682 | $2,917-8.0% | $5,680-52.8% | $4,289-37.5% |
| Admin fee / account holder | $8,665 | $1,261+586.9% | $13,210-34.4% | $1,587+445.9% |