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 | $36,245 | $58,512-38.1% | $84,015-56.9% | $72,985-50.3% |
| Participation rate | 71.8% | 61.2%+10.6pp | 69.0%+2.8pp | 69.5%+2.3pp |
| Annual return | 18.52% | 28.93%-10.4pp | 71.31%-52.8pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,778 | $1,163+52.9% | $1,983-10.3% | $2,440-27.1% |
| Participant deferral / active EE | $3,840 | $2,394+60.4% | $3,239+18.6% | $3,607+6.4% |
| Admin fee / account holder | $11,197 | $4,569+145.1% | $6,101+83.5% | $5,124+118.5% |