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 | $26,033 | $60,349-56.9% | $74,183-64.9% | $62,891-58.6% |
| Participation rate | 83.6% | 72.7%+10.9pp | 76.6%+7.0pp | 69.3%+14.3pp |
| Annual return | 8.39% | 21.37%-13.0pp | 17.74%-9.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,112 | $1,680-33.8% | $2,370-53.1% | $2,281-51.3% |
| Participant deferral / active EE | $1,867 | $2,856-34.6% | $3,550-47.4% | $3,203-41.7% |
| Admin fee / account holder | $407 | $4,261-90.5% | $5,586-92.7% | $4,296-90.5% |