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 | $27,562 | $65,395-57.9% | $182,532-84.9% | $72,985-62.2% |
| Participation rate | 84.6% | 65.4%+19.2pp | 78.0%+6.6pp | 69.5%+15.1pp |
| Annual return | 20.06% | 27.68%-7.6pp | 148.54%-128.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,316 | $1,911-31.2% | $4,076-67.7% | $2,440-46.1% |
| Participant deferral / active EE | $2,445 | $3,563-31.4% | $5,524-55.7% | $3,607-32.2% |
| Admin fee / account holder | $3,357 | $4,245-20.9% | $8,592-60.9% | $5,124-34.5% |