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 | $39,791 | $99,985-60.2% | $146,665-72.9% | $85,850-53.7% |
| Participation rate | 70.2% | 73.1%-2.9pp | 80.1%-9.9pp | 69.3%+0.9pp |
| Annual return | 13.16% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,112 | $2,559-17.5% | $4,136-48.9% | $2,565-17.7% |
| Participant deferral / active EE | $3,790 | $4,006-5.4% | $5,506-31.2% | $3,952-4.1% |
| Admin fee / account holder | $428 | $7,702-94.4% | $10,280-95.8% | $6,260-93.2% |