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 | $38,502 | $62,573-38.5% | $85,682-55.1% | $85,850-55.2% |
| Participation rate | 72.5% | 61.1%+11.4pp | 69.9%+2.6pp | 69.3%+3.2pp |
| Annual return | 13.62% | 23.77%-10.1pp | 21.49%-7.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $421 | $1,757-76.0% | $2,618-83.9% | $2,565-83.6% |
| Participant deferral / active EE | $2,195 | $2,802-21.7% | $3,923-44.0% | $3,952-44.5% |
| Admin fee / account holder | $3,596 | $4,640-22.5% | $6,873-47.7% | $6,260-42.6% |