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 | $23,140 | $57,541-59.8% | $95,745-75.8% | $75,163-69.2% |
| Participation rate | 72.0% | 62.5%+9.5pp | 72.3%-0.3pp | 67.2%+4.8pp |
| Annual return | 22.62% | 34.93%-12.3pp | 28.35%-5.7pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,065 | $1,808-41.1% | $2,835-62.4% | $2,670-60.1% |
| Participant deferral / active EE | $2,171 | $3,074-29.4% | $4,245-48.9% | $4,125-47.4% |
| Admin fee / account holder | $545 | $4,099-86.7% | $5,678-90.4% | $5,651-90.4% |