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 | $31,294 | $65,041-51.9% | $90,951-65.6% | $79,858-60.8% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.3pp |
| Annual return | 15.29% | 30.45%-15.2pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $545 | $1,247-56.3% | $2,122-74.3% | $2,471-77.9% |
| Participant deferral / active EE | $2,936 | $2,512+16.9% | $3,373-13.0% | $3,740-21.5% |
| Admin fee / account holder | $2,019 | $4,536-55.5% | $5,959-66.1% | $5,306-61.9% |