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 | $36,052 | $91,190-60.5% | $178,490-79.8% | $79,858-54.9% |
| Participation rate | 86.0% | 69.2%+16.8pp | 81.9%+4.0pp | 69.6%+16.3pp |
| Annual return | 16.75% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,263 | $3,256-30.5% | $5,011-54.8% | $2,471-8.4% |
| Participant deferral / active EE | $3,924 | $3,236+21.3% | $5,202-24.6% | $3,740+4.9% |
| Admin fee / account holder | $4,982 | $6,751-26.2% | $13,984-64.4% | $5,306-6.1% |