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 | $35,417 | $66,402-46.7% | $109,895-67.8% | $85,850-58.7% |
| Participation rate | 72.1% | 63.9%+8.2pp | 74.2%-2.1pp | 69.3%+2.8pp |
| Annual return | 11.50% | 19.59%-8.1pp | 29.45%-18.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,068 | $1,687-36.7% | $2,842-62.4% | $2,565-58.4% |
| Participant deferral / active EE | $2,291 | $2,842-19.4% | $4,048-43.4% | $3,952-42.0% |
| Admin fee / account holder | $12,931 | $4,557+183.8% | $6,066+113.2% | $6,260+106.6% |