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 | $33,222 | $89,753-63.0% | $107,525-69.1% | $84,808-60.8% |
| Participation rate | 76.2% | 68.1%+8.1pp | 75.1%+1.1pp | 68.3%+7.9pp |
| Annual return | 19.35% | 29.48%-10.1pp | 181.32%-162.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,702 | $3,113-45.3% | $3,754-54.7% | $2,631-35.3% |
| Participant deferral / active EE | $2,127 | $4,056-47.6% | $5,116-58.4% | $4,212-49.5% |
| Admin fee / account holder | $3,223 | $7,222-55.4% | $8,919-63.9% | $7,344-56.1% |