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 | $27,913 | $81,248-65.6% | $155,509-82.1% | $80,856-65.5% |
| Participation rate | 89.4% | 66.2%+23.2pp | 78.2%+11.2pp | 67.6%+21.8pp |
| Annual return | 12.95% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,461 | $3,100+11.6% | $4,672-25.9% | $2,755+25.6% |
| Participant deferral / active EE | $1,203 | $3,452-65.1% | $5,626-78.6% | $4,296-72.0% |
| Admin fee / account holder | $12,772 | $7,997+59.7% | $15,912-19.7% | $6,918+84.6% |