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 | $25,252 | $48,076-47.5% | $78,689-67.9% | $62,891-59.8% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.6%+15.3pp | 69.3%+19.6pp |
| Annual return | 19.66% | 31.35%-11.7pp | 62.18%-42.5pp | 20.14%-0.5pp |
| Employer contribution / active EE | $1,464 | $2,015-27.3% | $2,851-48.7% | $2,281-35.8% |
| Participant deferral / active EE | $2,988 | $2,588+15.5% | $3,517-15.0% | $3,203-6.7% |
| Admin fee / account holder | $6,687 | $3,207+108.5% | $4,510+48.3% | $4,296+55.7% |