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 | $44,738 | $84,685-47.2% | $142,942-68.7% | $67,986-34.2% |
| Participation rate | 83.0% | 61.4%+21.6pp | 76.8%+6.2pp | 57.2%+25.8pp |
| Annual return | 15.76% | 35.89%-20.1pp | 113.70%-97.9pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,238 | $2,263-45.3% | $4,139-70.1% | $2,019-38.7% |
| Participant deferral / active EE | $2,275 | $3,832-40.6% | $7,128-68.1% | $3,358-32.2% |
| Admin fee / account holder | $6,544 | $3,229+102.7% | $12,475-47.5% | $3,203+104.3% |