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 | $35,818 | $65,365-45.2% | $92,893-61.4% | $72,985-50.9% |
| Participation rate | 73.4% | 68.3%+5.1pp | 76.0%-2.6pp | 69.5%+3.9pp |
| Annual return | 18.36% | 42.10%-23.7pp | 109.41%-91.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,163 | $2,594-16.6% | $3,653-40.8% | $2,440-11.4% |
| Participant deferral / active EE | $3,393 | $3,128+8.5% | $4,236-19.9% | $3,607-5.9% |
| Admin fee / account holder | $2,384 | $4,251-43.9% | $5,794-58.9% | $5,124-53.5% |