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 | $14,818 | $91,190-83.7% | $178,490-91.7% | $79,858-81.4% |
| Participation rate | 81.8% | 69.2%+12.6pp | 81.9%-0.1pp | 69.6%+12.2pp |
| Annual return | 15.88% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,091 | $3,256-66.5% | $5,011-78.2% | $2,471-55.9% |
| Participant deferral / active EE | $1,778 | $3,236-45.1% | $5,202-65.8% | $3,740-52.5% |
| Admin fee / account holder | $3,438 | $6,751-49.1% | $13,984-75.4% | $5,306-35.2% |