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 | $36,791 | $80,968-54.6% | $96,544-61.9% | $75,163-51.1% |
| Participation rate | 88.2% | 71.8%+16.4pp | 76.0%+12.2pp | 67.2%+21.0pp |
| Annual return | 17.48% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,336 | $2,282-41.5% | $2,965-55.0% | $2,670-50.0% |
| Participant deferral / active EE | $2,231 | $3,928-43.2% | $4,851-54.0% | $4,125-45.9% |
| Admin fee / account holder | $1,521 | $6,724-77.4% | $8,252-81.6% | $5,651-73.1% |