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 | $38,702 | $64,324-39.8% | $118,925-67.5% | $79,858-51.5% |
| Participation rate | 72.5% | 64.9%+7.7pp | 75.4%-2.9pp | 69.6%+2.9pp |
| Annual return | 13.10% | 86.45%-73.3pp | 35.88%-22.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $672 | $1,836-63.4% | $3,263-79.4% | $2,471-72.8% |
| Participant deferral / active EE | $3,114 | $2,824+10.3% | $4,265-27.0% | $3,740-16.7% |
| Admin fee / account holder | $2,020 | $4,040-50.0% | $6,581-69.3% | $5,306-61.9% |