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 | $33,824 | $68,547-50.7% | $120,354-71.9% | $80,856-58.2% |
| Participation rate | 72.0% | 61.6%+10.4pp | 71.9%+0.1pp | 67.6%+4.4pp |
| Annual return | 11.01% | 23.60%-12.6pp | 107.15%-96.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,161 | $2,051-43.4% | $3,463-66.5% | $2,755-57.9% |
| Participant deferral / active EE | $3,747 | $3,173+18.1% | $4,991-24.9% | $4,296-12.8% |
| Admin fee / account holder | $34,428 | $5,732+500.6% | $9,423+265.4% | $6,918+397.7% |