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 | $41,683 | $65,041-35.9% | $90,951-54.2% | $79,858-47.8% |
| Participation rate | 92.9% | 61.6%+31.3pp | 69.0%+23.8pp | 69.6%+23.2pp |
| Annual return | 15.00% | 30.45%-15.5pp | 134.60%-119.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,182 | $1,247-5.2% | $2,122-44.3% | $2,471-52.1% |
| Participant deferral / active EE | $1,630 | $2,512-35.1% | $3,373-51.7% | $3,740-56.4% |
| Admin fee / account holder | $1,677 | $4,536-63.0% | $5,959-71.9% | $5,306-68.4% |