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 | $31,868 | $91,190-65.1% | $178,490-82.1% | $79,858-60.1% |
| Participation rate | 77.4% | 69.2%+8.2pp | 81.9%-4.5pp | 69.6%+7.8pp |
| Annual return | 17.21% | 24.19%-7.0pp | 151.07%-133.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,805 | $3,256-44.6% | $5,011-64.0% | $2,471-27.0% |
| Participant deferral / active EE | $3,198 | $3,236-1.2% | $5,202-38.5% | $3,740-14.5% |
| Admin fee / account holder | $5,631 | $6,751-16.6% | $13,984-59.7% | $5,306+6.1% |