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 | $34,036 | $78,422-56.6% | $95,952-64.5% | $79,858-57.4% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | 18.89% | 19.37%-0.5pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,281 | $1,945-34.1% | $2,541-49.6% | $2,471-48.1% |
| Participant deferral / active EE | $1,823 | $3,440-47.0% | $4,167-56.2% | $3,740-51.2% |
| Admin fee / account holder | $454 | $5,622-91.9% | $6,795-93.3% | $5,306-91.4% |