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 | $31,709 | $58,208-45.5% | $81,812-61.2% | $80,856-60.8% |
| Participation rate | 73.3% | 63.4%+9.9pp | 72.3%+1.0pp | 67.6%+5.7pp |
| Annual return | 11.47% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,186 | $2,340-49.3% | $2,912-59.3% | $2,755-56.9% |
| Participant deferral / active EE | $2,003 | $3,281-38.9% | $4,319-53.6% | $4,296-53.4% |
| Admin fee / account holder | $1,825 | $4,981-63.4% | $7,386-75.3% | $6,918-73.6% |