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 | $37,820 | $71,050-46.8% | $93,606-59.6% | $80,856-53.2% |
| Participation rate | 76.1% | 60.4%+15.7pp | 68.7%+7.4pp | 67.6%+8.5pp |
| Annual return | 21.01% | 11.26%+9.8pp | 133.20%-112.2pp | 35.59%-14.6pp |
| Employer contribution / active EE | $1,137 | $1,564-27.3% | $2,420-53.0% | $2,755-58.7% |
| Participant deferral / active EE | $4,328 | $4,034+7.3% | $4,411-1.9% | $4,296+0.8% |
| Admin fee / account holder | $3,694 | $6,945-46.8% | $8,285-55.4% | $6,918-46.6% |