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 | $44,538 | $91,552-51.4% | $133,956-66.8% | $79,858-44.2% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.0pp |
| Annual return | 14.38% | 61.85%-47.5pp | 45.09%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,428 | $2,384-40.1% | $3,919-63.5% | $2,471-42.2% |
| Participant deferral / active EE | $3,056 | $3,733-18.2% | $5,048-39.5% | $3,740-18.3% |
| Admin fee / account holder | $474 | $6,321-92.5% | $8,927-94.7% | $5,306-91.1% |