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 | $24,665 | $47,848-48.5% | $81,478-69.7% | $70,131-64.8% |
| Participation rate | 96.2% | 58.3%+37.9pp | 68.0%+28.2pp | 69.5%+26.6pp |
| Annual return | 16.13% | 27.25%-11.1pp | 38.78%-22.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $788 | $1,527-48.4% | $2,568-69.3% | $2,342-66.4% |
| Participant deferral / active EE | $2,574 | $2,453+4.9% | $3,537-27.2% | $3,332-22.7% |
| Admin fee / account holder | $4,670 | $3,145+48.5% | $4,561+2.4% | $4,645+0.5% |