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 | $39,667 | $51,638-23.2% | $68,368-42.0% | $82,448-51.9% |
| Participation rate | 77.8% | 63.6%+14.2pp | 73.8%+4.0pp | 68.1%+9.7pp |
| Annual return | 20.38% | 37.53%-17.2pp | 292.57%-272.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,201 | $2,047-41.3% | $2,649-54.7% | $2,551-52.9% |
| Participant deferral / active EE | $2,063 | $2,914-29.2% | $4,123-50.0% | $4,139-50.2% |
| Admin fee / account holder | $1,218 | $4,643-73.8% | $5,150-76.3% | $7,234-83.2% |