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 | $28,351 | $72,492-60.9% | $87,100-67.5% | $72,985-61.2% |
| Participation rate | 75.8% | 72.8%+2.9pp | 76.9%-1.1pp | 69.5%+6.3pp |
| Annual return | 18.10% | 24.46%-6.4pp | 28.19%-10.1pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,106 | $1,894-41.6% | $2,521-56.1% | $2,440-54.7% |
| Participant deferral / active EE | $2,344 | $3,270-28.3% | $4,049-42.1% | $3,607-35.0% |
| Admin fee / account holder | $1,034 | $5,055-79.5% | $7,497-86.2% | $5,124-79.8% |