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 | $36,102 | $76,407-52.8% | $150,298-76.0% | $82,448-56.2% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 15.34% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,509 | $2,614-42.3% | $4,154-63.7% | $2,551-40.8% |
| Participant deferral / active EE | $2,968 | $3,214-7.7% | $5,453-45.6% | $4,139-28.3% |
| Admin fee / account holder | $5,784 | $6,352-8.9% | $14,116-59.0% | $7,234-20.0% |