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 | $91,190-72.3% | $178,490-85.9% | $79,858-68.4% |
| Participation rate | 80.3% | 69.2%+11.1pp | 81.9%-1.7pp | 69.6%+10.6pp |
| Annual return | 16.89% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,126 | $3,256-65.4% | $5,011-77.5% | $2,471-54.4% |
| Participant deferral / active EE | $3,134 | $3,236-3.1% | $5,202-39.7% | $3,740-16.2% |
| Admin fee / account holder | $704 | $6,751-89.6% | $13,984-95.0% | $5,306-86.7% |