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 | $31,451 | $77,899-59.6% | $149,673-79.0% | $75,163-58.2% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 14.26% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,213 | $3,137-29.5% | $4,818-54.1% | $2,670-17.1% |
| Participant deferral / active EE | $1,576 | $3,411-53.8% | $5,680-72.3% | $4,125-61.8% |
| Admin fee / account holder | $4,088 | $5,956-31.4% | $13,210-69.1% | $5,651-27.7% |