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 | $37,923 | $77,634-51.2% | $156,549-75.8% | $62,891-39.7% |
| Participation rate | 78.6% | 71.2%+7.4pp | 84.0%-5.4pp | 69.3%+9.3pp |
| Annual return | 5.56% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $737 | $3,444-78.6% | $5,501-86.6% | $2,281-67.7% |
| Participant deferral / active EE | $2,439 | $3,045-19.9% | $4,871-49.9% | $3,203-23.9% |
| Admin fee / account holder | $7,258 | $5,561+30.5% | $13,027-44.3% | $4,296+69.0% |