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 | $37,999 | $89,753-57.7% | $107,525-64.7% | $84,808-55.2% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 15.04% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,356 | $3,113-24.3% | $3,754-37.2% | $2,631-10.4% |
| Participant deferral / active EE | $1,703 | $4,056-58.0% | $5,116-66.7% | $4,212-59.6% |
| Admin fee / account holder | $2,329 | $7,222-67.8% | $8,919-73.9% | $7,344-68.3% |