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 | $46,395 | $57,016-18.6% | $84,966-45.4% | $80,856-42.6% |
| Participation rate | 72.4% | 56.3%+16.1pp | 67.5%+4.9pp | 67.6%+4.8pp |
| Annual return | 12.15% | 21.66%-9.5pp | 66.38%-54.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,333 | $1,798+29.8% | $2,727-14.4% | $2,755-15.3% |
| Participant deferral / active EE | $3,486 | $3,110+12.1% | $4,519-22.9% | $4,296-18.9% |
| Admin fee / account holder | $2,142 | $4,980-57.0% | $6,149-65.2% | $6,918-69.0% |