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 | $39,768 | $65,041-38.9% | $90,951-56.3% | $79,858-50.2% |
| Participation rate | 80.8% | 61.6%+19.2pp | 69.0%+11.8pp | 69.6%+11.1pp |
| Annual return | 18.04% | 30.45%-12.4pp | 134.60%-116.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,378 | $1,247+10.5% | $2,122-35.1% | $2,471-44.2% |
| Participant deferral / active EE | $2,173 | $2,512-13.5% | $3,373-35.6% | $3,740-41.9% |
| Admin fee / account holder | $1,599 | $4,536-64.8% | $5,959-73.2% | $5,306-69.9% |