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 | $24,216 | $65,365-63.0% | $92,893-73.9% | $72,985-66.8% |
| Participation rate | 84.0% | 68.3%+15.7pp | 76.0%+8.0pp | 69.5%+14.5pp |
| Annual return | 19.07% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,923 | $2,594+51.2% | $3,653+7.4% | $2,440+60.8% |
| Participant deferral / active EE | $1,972 | $3,128-37.0% | $4,236-53.4% | $3,607-45.3% |
| Admin fee / account holder | $3,109 | $4,251-26.9% | $5,794-46.3% | $5,124-39.3% |