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 | $31,387 | $84,233-62.7% | $170,442-81.6% | $70,131-55.2% |
| Participation rate | 73.4% | 70.8%+2.6pp | 83.6%-10.2pp | 69.5%+3.9pp |
| Annual return | 13.44% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,470 | $3,387-56.6% | $5,433-72.9% | $2,342-37.2% |
| Participant deferral / active EE | $2,830 | $3,086-8.3% | $4,939-42.7% | $3,332-15.1% |
| Admin fee / account holder | $1,316 | $5,698-76.9% | $13,880-90.5% | $4,645-71.7% |