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 | $33,834 | $89,753-62.3% | $107,525-68.5% | $84,808-60.1% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 20.63% | 29.48%-8.8pp | 181.32%-160.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,474 | $3,113-20.5% | $3,754-34.1% | $2,631-6.0% |
| Participant deferral / active EE | $3,577 | $4,056-11.8% | $5,116-30.1% | $4,212-15.1% |
| Admin fee / account holder | $1,937 | $7,222-73.2% | $8,919-78.3% | $7,344-73.6% |