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 | $36,920 | $69,977-47.2% | $108,579-66.0% | $62,891-41.3% |
| Participation rate | 97.9% | 72.9%+25.0pp | 79.6%+18.3pp | 69.3%+28.6pp |
| Annual return | 4.93% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,420 | $2,135-33.5% | $3,758-62.2% | $2,281-37.7% |
| Participant deferral / active EE | $1,469 | $3,165-53.6% | $4,311-65.9% | $3,203-54.1% |
| Admin fee / account holder | $1,294 | $5,076-74.5% | $7,645-83.1% | $4,296-69.9% |