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 | $34,227 | $80,717-57.6% | $154,803-77.9% | $84,808-59.6% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 14.92% | 37.96%-23.0pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,012 | $2,761-27.1% | $4,305-53.3% | $2,631-23.5% |
| Participant deferral / active EE | $3,620 | $3,303+9.6% | $5,540-34.7% | $4,212-14.1% |
| Admin fee / account holder | $1,114 | $6,746-83.5% | $14,329-92.2% | $7,344-84.8% |