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 | $34,742 | $78,672-55.8% | $109,143-68.2% | $85,850-59.5% |
| Participation rate | 82.1% | 68.3%+13.8pp | 75.9%+6.2pp | 69.3%+12.7pp |
| Annual return | 15.27% | 25.09%-9.8pp | 25.75%-10.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,545 | $3,467-26.6% | $4,653-45.3% | $3,952-35.6% |
| Admin fee / account holder | $389 | $5,469-92.9% | $6,752-94.2% | $6,260-93.8% |