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 | $37,813 | $81,208-53.4% | $98,907-61.8% | $79,858-52.7% |
| Participation rate | 92.4% | 72.5%+19.9pp | 76.0%+16.4pp | 69.6%+22.8pp |
| Annual return | 29.56% | 60.99%-31.4pp | 196.43%-166.9pp | 31.71%-2.2pp |
| Employer contribution / active EE | $1,203 | $1,960-38.6% | $2,689-55.3% | $2,471-51.3% |
| Participant deferral / active EE | $2,895 | $3,265-11.3% | $4,244-31.8% | $3,740-22.6% |
| Admin fee / account holder | $2,088 | $6,013-65.3% | $6,642-68.6% | $5,306-60.7% |