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 | $38,737 | $81,208-52.3% | $98,907-60.8% | $79,858-51.5% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 10.68% | 60.99%-50.3pp | 196.43%-185.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $671 | $1,960-65.7% | $2,689-75.0% | $2,471-72.8% |
| Participant deferral / active EE | $3,464 | $3,265+6.1% | $4,244-18.4% | $3,740-7.4% |
| Admin fee / account holder | $3,668 | $6,013-39.0% | $6,642-44.8% | $5,306-30.9% |