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 | $32,894 | $76,407-56.9% | $150,298-78.1% | $82,448-60.1% |
| Participation rate | 72.0% | 66.4%+5.6pp | 77.8%-5.8pp | 68.1%+3.9pp |
| Annual return | 15.16% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,667 | $2,614+40.3% | $4,154-11.7% | $2,551+43.8% |
| Participant deferral / active EE | $1,784 | $3,214-44.5% | $5,453-67.3% | $4,139-56.9% |
| Admin fee / account holder | $1,754 | $6,352-72.4% | $14,116-87.6% | $7,234-75.8% |