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 | $30,976 | $91,190-66.0% | $178,490-82.6% | $79,858-61.2% |
| Participation rate | 71.8% | 69.2%+2.6pp | 81.9%-10.1pp | 69.6%+2.2pp |
| Annual return | 12.37% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,186 | $3,256-63.6% | $5,011-76.3% | $2,471-52.0% |
| Participant deferral / active EE | $2,156 | $3,236-33.4% | $5,202-58.5% | $3,740-42.3% |
| Admin fee / account holder | $1,718 | $6,751-74.5% | $13,984-87.7% | $5,306-67.6% |