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 | $37,138 | $54,762-32.2% | $90,281-58.9% | $72,985-49.1% |
| Participation rate | 78.0% | 65.1%+12.9pp | 73.3%+4.8pp | 69.5%+8.6pp |
| Annual return | 21.13% | 30.63%-9.5pp | 78.10%-57.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,107 | $2,092-47.1% | $2,854-61.2% | $2,440-54.6% |
| Participant deferral / active EE | $1,582 | $2,887-45.2% | $3,885-59.3% | $3,607-56.2% |
| Admin fee / account holder | $472 | $3,972-88.1% | $5,351-91.2% | $5,124-90.8% |