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 | $31,701 | $77,634-59.2% | $156,549-79.7% | $62,891-49.6% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | 13.66% | 50.32%-36.7pp | 32.23%-18.6pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,868 | $3,444-45.8% | $5,501-66.1% | $2,281-18.1% |
| Participant deferral / active EE | $4,075 | $3,045+33.8% | $4,871-16.3% | $3,203+27.2% |
| Admin fee / account holder | $660 | $5,561-88.1% | $13,027-94.9% | $4,296-84.6% |