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 | $32,343 | $91,552-64.7% | $133,956-75.9% | $79,858-59.5% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 13.46% | 61.85%-48.4pp | 45.09%-31.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,228 | $2,384-48.5% | $3,919-68.7% | $2,471-50.3% |
| Participant deferral / active EE | $3,544 | $3,733-5.1% | $5,048-29.8% | $3,740-5.3% |
| Admin fee / account holder | $22,505 | $6,321+256.1% | $8,927+152.1% | $5,306+324.1% |