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 | $31,168 | $78,672-60.4% | $109,143-71.4% | $85,850-63.7% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.4pp | 69.3%+2.1pp |
| Annual return | 18.56% | 25.09%-6.5pp | 25.75%-7.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $781 | $2,735-71.5% | $3,722-79.0% | $2,565-69.6% |
| Participant deferral / active EE | $3,116 | $3,467-10.1% | $4,653-33.0% | $3,952-21.2% |
| Admin fee / account holder | $1,247 | $5,469-77.2% | $6,752-81.5% | $6,260-80.1% |