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 | $22,749 | $65,395-65.2% | $182,532-87.5% | $72,985-68.8% |
| Participation rate | 77.8% | 65.4%+12.3pp | 78.0%-0.2pp | 69.5%+8.3pp |
| Annual return | 19.34% | 27.68%-8.3pp | 148.54%-129.2pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,299 | $1,911-32.0% | $4,076-68.1% | $2,440-46.8% |
| Participant deferral / active EE | $2,315 | $3,563-35.0% | $5,524-58.1% | $3,607-35.8% |
| Admin fee / account holder | $1,736 | $4,245-59.1% | $8,592-79.8% | $5,124-66.1% |