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 | $22,506 | $68,719-67.2% | $91,541-75.4% | $84,808-73.5% |
| Participation rate | 90.7% | 64.5%+26.2pp | 69.8%+20.9pp | 68.3%+22.4pp |
| Annual return | 19.79% | 19.12%+0.7pp | 20.50%-0.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,474 | $1,920-23.2% | $2,505-41.2% | $2,631-44.0% |
| Participant deferral / active EE | $2,593 | $3,136-17.3% | $4,008-35.3% | $4,212-38.4% |
| Admin fee / account holder | $3,073 | $5,786-46.9% | $6,956-55.8% | $7,344-58.1% |