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 | $31,827 | $91,190-65.1% | $178,490-82.2% | $79,858-60.1% |
| Participation rate | 77.1% | 69.2%+7.9pp | 81.9%-4.8pp | 69.6%+7.5pp |
| Annual return | 16.94% | 24.19%-7.2pp | 151.07%-134.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,909 | $3,256-41.4% | $5,011-61.9% | $2,471-22.7% |
| Participant deferral / active EE | $4,253 | $3,236+31.4% | $5,202-18.2% | $3,740+13.7% |
| Admin fee / account holder | $722 | $6,751-89.3% | $13,984-94.8% | $5,306-86.4% |