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 | $34,866 | $65,365-46.7% | $92,893-62.5% | $72,985-52.2% |
| Participation rate | 87.1% | 68.3%+18.8pp | 76.0%+11.1pp | 69.5%+17.6pp |
| Annual return | 20.62% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,242 | $2,594-13.6% | $3,653-38.6% | $2,440-8.1% |
| Participant deferral / active EE | $1,732 | $3,128-44.6% | $4,236-59.1% | $3,607-52.0% |
| Admin fee / account holder | $949 | $4,251-77.7% | $5,794-83.6% | $5,124-81.5% |