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 | $28,384 | $77,634-63.4% | $156,549-81.9% | $62,891-54.9% |
| Participation rate | 98.8% | 71.2%+27.6pp | 84.0%+14.8pp | 69.3%+29.5pp |
| Annual return | 8.94% | 50.32%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,716 | $3,444-50.2% | $5,501-68.8% | $2,281-24.8% |
| Participant deferral / active EE | $2,964 | $3,045-2.7% | $4,871-39.1% | $3,203-7.4% |
| Admin fee / account holder | $1,611 | $5,561-71.0% | $13,027-87.6% | $4,296-62.5% |