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 | $38,288 | $81,258-52.9% | $105,218-63.6% | $59,632-35.8% |
| Participation rate | 76.3% | 75.4%+0.9pp | 77.2%-0.9pp | 68.7%+7.7pp |
| Annual return | -1.24% | 1.96%-3.2pp | 5.33%-6.6pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,162 | $2,562-54.6% | $3,255-64.3% | $2,203-47.3% |
| Participant deferral / active EE | $2,056 | $3,881-47.0% | $4,867-57.8% | $3,192-35.6% |
| Admin fee / account holder | $4,530 | $5,841-22.4% | $6,992-35.2% | $4,297+5.4% |