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 | $64,641 | $91,190-29.1% | $178,490-63.8% | $79,858-19.1% |
| Participation rate | 72.4% | 69.2%+3.2pp | 81.9%-9.5pp | 69.6%+2.8pp |
| Annual return | 22.48% | 24.19%-1.7pp | 151.07%-128.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,061 | $3,256-67.4% | $5,011-78.8% | $2,471-57.1% |
| Participant deferral / active EE | $3,426 | $3,236+5.9% | $5,202-34.1% | $3,740-8.4% |
| Admin fee / account holder | $1,489 | $6,751-77.9% | $13,984-89.4% | $5,306-71.9% |