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 | $26,141 | $77,314-66.2% | $177,989-85.3% | $80,856-67.7% |
| Participation rate | 82.1% | 65.7%+16.4pp | 77.1%+5.0pp | 67.6%+14.4pp |
| Annual return | 14.70% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,016 | $2,292-55.7% | $3,949-74.3% | $2,755-63.1% |
| Participant deferral / active EE | $2,661 | $4,411-39.7% | $6,276-57.6% | $4,296-38.0% |
| Admin fee / account holder | $1,183 | $7,191-83.6% | $10,363-88.6% | $6,918-82.9% |