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 | $43,685 | $77,899-43.9% | $149,673-70.8% | $75,163-41.9% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 18.84% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,180 | $3,137-62.4% | $4,818-75.5% | $2,670-55.8% |
| Participant deferral / active EE | $2,755 | $3,411-19.2% | $5,680-51.5% | $4,125-33.2% |
| Admin fee / account holder | $658 | $5,956-89.0% | $13,210-95.0% | $5,651-88.4% |