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 | $24,824 | $89,753-72.3% | $107,525-76.9% | $84,808-70.7% |
| Participation rate | 71.7% | 68.1%+3.6pp | 75.1%-3.4pp | 68.3%+3.4pp |
| Annual return | 13.71% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,200 | $3,113-61.5% | $3,754-68.0% | $2,631-54.4% |
| Participant deferral / active EE | $2,810 | $4,056-30.7% | $5,116-45.1% | $4,212-33.3% |
| Admin fee / account holder | $1,582 | $7,222-78.1% | $8,919-82.3% | $7,344-78.5% |