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 | $35,202 | $80,968-56.5% | $96,544-63.5% | $75,163-53.2% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 17.17% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,049 | $2,282-54.0% | $2,965-64.6% | $2,670-60.7% |
| Participant deferral / active EE | $1,828 | $3,928-53.5% | $4,851-62.3% | $4,125-55.7% |
| Admin fee / account holder | $6,505 | $6,724-3.3% | $8,252-21.2% | $5,651+15.1% |