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 | $32,551 | $57,281-43.2% | $86,612-62.4% | $75,163-56.7% |
| Participation rate | 70.9% | 63.2%+7.7pp | 71.7%-0.8pp | 67.2%+3.7pp |
| Annual return | 14.30% | 2670.75%-2656.4pp | 591.07%-576.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,179 | $2,314-49.1% | $3,022-61.0% | $2,670-55.8% |
| Participant deferral / active EE | $2,432 | $3,318-26.7% | $4,438-45.2% | $4,125-41.1% |
| Admin fee / account holder | $1,520 | $4,112-63.0% | $5,614-72.9% | $5,651-73.1% |