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 | $37,158 | $65,041-42.9% | $90,951-59.1% | $79,858-53.5% |
| Participation rate | 72.5% | 61.6%+10.9pp | 69.0%+3.5pp | 69.6%+2.9pp |
| Annual return | 20.14% | 30.45%-10.3pp | 134.60%-114.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $698 | $1,247-44.0% | $2,122-67.1% | $2,471-71.8% |
| Participant deferral / active EE | $3,806 | $2,512+51.5% | $3,373+12.8% | $3,740+1.8% |
| Admin fee / account holder | $1,075 | $4,536-76.3% | $5,959-82.0% | $5,306-79.7% |