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 | $26,131 | $77,634-66.3% | $156,549-83.3% | $62,891-58.5% |
| Participation rate | 80.8% | 71.2%+9.6pp | 84.0%-3.2pp | 69.3%+11.5pp |
| Annual return | 5.63% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,081 | $3,444-68.6% | $5,501-80.4% | $2,281-52.6% |
| Participant deferral / active EE | $2,186 | $3,045-28.2% | $4,871-55.1% | $3,203-31.7% |
| Admin fee / account holder | $2,338 | $5,561-57.9% | $13,027-82.0% | $4,296-45.6% |