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 | $43,635 | $81,208-46.3% | $98,907-55.9% | $79,858-45.4% |
| Participation rate | 76.1% | 72.5%+3.6pp | 76.0%+0.1pp | 69.6%+6.5pp |
| Annual return | 12.10% | 60.99%-48.9pp | 196.43%-184.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $597 | $1,960-69.5% | $2,689-77.8% | $2,471-75.8% |
| Participant deferral / active EE | $2,677 | $3,265-18.0% | $4,244-36.9% | $3,740-28.4% |
| Admin fee / account holder | $3,069 | $6,013-49.0% | $6,642-53.8% | $5,306-42.2% |