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 | $33,042 | $78,422-57.9% | $95,952-65.6% | $79,858-58.6% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 11.85% | 19.37%-7.5pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,353 | $1,945-30.4% | $2,541-46.8% | $2,471-45.2% |
| Participant deferral / active EE | $2,428 | $3,440-29.4% | $4,167-41.7% | $3,740-35.1% |
| Admin fee / account holder | $2,052 | $5,622-63.5% | $6,795-69.8% | $5,306-61.3% |