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 | $29,596 | $77,634-61.9% | $156,549-81.1% | $62,891-52.9% |
| Participation rate | 74.3% | 71.2%+3.1pp | 84.0%-9.7pp | 69.3%+5.0pp |
| Annual return | 8.59% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,242 | $3,444-63.9% | $5,501-77.4% | $2,281-45.6% |
| Participant deferral / active EE | $2,952 | $3,045-3.1% | $4,871-39.4% | $3,203-7.8% |
| Admin fee / account holder | $2,105 | $5,561-62.2% | $13,027-83.8% | $4,296-51.0% |