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 | $18,469 | $49,177-62.4% | $79,464-76.8% | $64,186-71.2% |
| Participation rate | 97.4% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.8pp |
| Annual return | 7.83% | -1.16%+9.0pp | 718.14%-710.3pp | 7.63%+0.2pp |
| Employer contribution / active EE | $2,263 | $2,076+9.0% | $2,800-19.2% | $2,381-4.9% |
| Participant deferral / active EE | $824 | $2,821-70.8% | $3,704-77.7% | $3,470-76.2% |
| Admin fee / account holder | $4,807 | $3,839+25.2% | $5,113-6.0% | $4,888-1.7% |