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 | $30,429 | $56,277-45.9% | $80,975-62.4% | $62,891-51.6% |
| Participation rate | 83.1% | 69.0%+14.1pp | 75.8%+7.2pp | 69.3%+13.7pp |
| Annual return | 7.56% | 22.12%-14.6pp | 17.10%-9.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,319 | $1,943+19.4% | $3,714-37.6% | $2,281+1.7% |
| Participant deferral / active EE | $3,704 | $4,195-11.7% | $5,696-35.0% | $3,203+15.6% |
| Admin fee / account holder | $1,290 | $3,741-65.5% | $5,516-76.6% | $4,296-70.0% |