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 | $38,482 | $47,479-18.9% | $62,929-38.8% | $82,448-53.3% |
| Participation rate | 71.2% | 66.9%+4.3pp | 73.1%-1.9pp | 68.1%+3.1pp |
| Annual return | 17.02% | 20.34%-3.3pp | 1063.93%-1046.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $915 | $1,885-51.5% | $2,505-63.5% | $2,551-64.1% |
| Participant deferral / active EE | $2,739 | $2,870-4.6% | $3,888-29.6% | $4,139-33.8% |
| Admin fee / account holder | $2,921 | $3,804-23.2% | $5,065-42.3% | $7,234-59.6% |