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 | $39,108 | $68,547-42.9% | $120,354-67.5% | $80,856-51.6% |
| Participation rate | 93.8% | 61.6%+32.1pp | 71.9%+21.8pp | 67.6%+26.1pp |
| Annual return | 25.54% | 23.60%+1.9pp | 107.15%-81.6pp | 35.59%-10.1pp |
| Employer contribution / active EE | $1,584 | $2,051-22.8% | $3,463-54.2% | $2,755-42.5% |
| Participant deferral / active EE | $2,976 | $3,173-6.2% | $4,991-40.4% | $4,296-30.7% |
| Admin fee / account holder | $1,084 | $5,732-81.1% | $9,423-88.5% | $6,918-84.3% |