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 | $36,048 | $66,402-45.7% | $109,895-67.2% | $85,850-58.0% |
| Participation rate | 75.0% | 63.9%+11.1pp | 74.2%+0.8pp | 69.3%+5.7pp |
| Annual return | 16.42% | 19.59%-3.2pp | 29.45%-13.0pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,246 | $1,687-26.2% | $2,842-56.2% | $2,565-51.4% |
| Participant deferral / active EE | $2,345 | $2,842-17.5% | $4,048-42.1% | $3,952-40.7% |
| Admin fee / account holder | $1,208 | $4,557-73.5% | $6,066-80.1% | $6,260-80.7% |