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 | $32,059 | $84,233-61.9% | $170,442-81.2% | $70,131-54.3% |
| Participation rate | 88.5% | 70.8%+17.6pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 13.43% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,639 | $3,387-51.6% | $5,433-69.8% | $2,342-30.0% |
| Participant deferral / active EE | $1,446 | $3,086-53.1% | $4,939-70.7% | $3,332-56.6% |
| Admin fee / account holder | $5,527 | $5,698-3.0% | $13,880-60.2% | $4,645+19.0% |