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 | $26,332 | $100,773-73.9% | $88,946-70.4% | $142,382-81.5% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 14.60% | 70.18%-55.6pp | 57.82%-43.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,781 | $2,918-38.9% | $2,555-30.3% | $4,299-58.6% |
| Participant deferral / active EE | $2,781 | $5,230-46.8% | $4,581-39.3% | $6,507-57.3% |
| Admin fee / account holder | $5,336 | $9,693-45.0% | $8,261-35.4% | $12,624-57.7% |