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 | $38,479 | $76,552-49.7% | $123,892-68.9% | $62,891-38.8% |
| Participation rate | 81.3% | 73.0%+8.3pp | 81.4%-0.2pp | 69.3%+11.9pp |
| Annual return | 26.02% | 18.68%+7.3pp | 47.52%-21.5pp | 20.14%+5.9pp |
| Employer contribution / active EE | $1,305 | $2,883-54.7% | $4,617-71.7% | $2,281-42.8% |
| Participant deferral / active EE | $2,980 | $4,840-38.4% | $5,984-50.2% | $3,203-7.0% |
| Admin fee / account holder | $15,956 | $4,826+230.7% | $8,357+90.9% | $4,296+271.5% |