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 | $32,550 | $69,515-53.2% | $86,874-62.5% | $85,850-62.1% |
| Participation rate | 83.9% | 66.3%+17.6pp | 71.6%+12.3pp | 69.3%+14.6pp |
| Annual return | 19.18% | 20.12%-0.9pp | 63.52%-44.3pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,540 | $1,880-18.1% | $2,495-38.3% | $2,565-40.0% |
| Participant deferral / active EE | $2,788 | $2,919-4.5% | $3,699-24.6% | $3,952-29.4% |
| Admin fee / account holder | $1,051 | $5,972-82.4% | $5,828-82.0% | $6,260-83.2% |