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 3-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 | $33,107 | $109,881-69.9% | $150,045-77.9% | $84,808-61.0% |
| Participation rate | 82.0% | 76.1%+5.9pp | 82.3%-0.3pp | 68.3%+13.7pp |
| Annual return | 19.86% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,729 | $3,561-51.4% | $4,693-63.2% | $2,631-34.3% |
| Participant deferral / active EE | $3,399 | $6,636-48.8% | $7,997-57.5% | $4,212-19.3% |
| Admin fee / account holder | $2,128 | $8,568-75.2% | $13,435-84.2% | $7,344-71.0% |