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 | $25,874 | $77,813-66.7% | $123,544-79.1% | $64,186-59.7% |
| Participation rate | 72.6% | 74.7%-2.1pp | 82.3%-9.7pp | 69.6%+3.0pp |
| Annual return | 12.17% | 12.48%-0.3pp | 119.20%-107.0pp | 7.63%+4.5pp |
| Employer contribution / active EE | $1,624 | $3,014-46.1% | $4,628-64.9% | $2,381-31.8% |
| Participant deferral / active EE | $3,209 | $5,240-38.8% | $6,426-50.1% | $3,470-7.5% |
| Admin fee / account holder | $1,518 | $5,519-72.5% | $9,284-83.7% | $4,888-69.0% |