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 | $29,728 | $80,968-63.3% | $96,544-69.2% | $75,163-60.4% |
| Participation rate | 73.1% | 71.8%+1.4pp | 76.0%-2.8pp | 67.2%+5.9pp |
| Annual return | 14.90% | 27.06%-12.2pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,117 | $2,282-51.1% | $2,965-62.3% | $2,670-58.2% |
| Participant deferral / active EE | $3,042 | $3,928-22.6% | $4,851-37.3% | $4,125-26.3% |
| Admin fee / account holder | $5,212 | $6,724-22.5% | $8,252-36.8% | $5,651-7.8% |