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 | $35,869 | $73,933-51.5% | $96,683-62.9% | $75,163-52.3% |
| Participation rate | 73.1% | 66.4%+6.7pp | 74.3%-1.2pp | 67.2%+5.9pp |
| Annual return | 17.07% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,611 | $2,928-45.0% | $3,737-56.9% | $2,670-39.7% |
| Participant deferral / active EE | $3,806 | $3,659+4.0% | $4,878-22.0% | $4,125-7.7% |
| Admin fee / account holder | $872 | $5,216-83.3% | $6,730-87.0% | $5,651-84.6% |