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 | $27,549 | $67,606-59.3% | $82,313-66.5% | $70,131-60.7% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.3pp |
| Annual return | 19.48% | 21.57%-2.1pp | 25.88%-6.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,524 | $1,755-13.1% | $2,428-37.2% | $2,342-34.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $655 | $4,512-85.5% | $5,608-88.3% | $4,645-85.9% |