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 | $33,330 | $77,899-57.2% | $149,673-77.7% | $75,163-55.7% |
| Participation rate | 73.2% | 65.6%+7.6pp | 78.8%-5.6pp | 67.2%+6.0pp |
| Annual return | 20.10% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,159 | $3,137-31.2% | $4,818-55.2% | $2,670-19.1% |
| Participant deferral / active EE | $3,785 | $3,411+11.0% | $5,680-33.4% | $4,125-8.2% |
| Admin fee / account holder | $2,253 | $5,956-62.2% | $13,210-82.9% | $5,651-60.1% |