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 | $21,148 | $46,553-54.6% | $64,056-67.0% | $75,163-71.9% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 13.50% | 26.03%-12.5pp | 33.69%-20.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $841 | $1,974-57.4% | $2,747-69.4% | $2,670-68.5% |
| Participant deferral / active EE | $2,093 | $2,837-26.2% | $3,880-46.1% | $4,125-49.3% |
| Admin fee / account holder | $1,815 | $2,952-38.5% | $3,068-40.9% | $5,651-67.9% |