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 | $33,312 | $40,256-17.2% | $57,343-41.9% | $59,632-44.1% |
| Participation rate | 73.3% | 69.2%+4.2pp | 75.1%-1.8pp | 68.7%+4.7pp |
| Annual return | -0.18% | 27.49%-27.7pp | 24.39%-24.6pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,613 | $1,922-16.1% | $2,689-40.0% | $2,203-26.8% |
| Participant deferral / active EE | $3,110 | $2,399+29.6% | $3,162-1.6% | $3,192-2.5% |
| Admin fee / account holder | $6,272 | $2,818+122.6% | $3,356+86.9% | $4,297+46.0% |