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 | $31,214 | $73,787-57.7% | $98,716-68.4% | $82,448-62.1% |
| Participation rate | 76.8% | 61.4%+15.4pp | 69.3%+7.5pp | 68.1%+8.7pp |
| Annual return | 13.39% | 18.57%-5.2pp | 31.81%-18.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,932 | $1,511+27.9% | $2,279-15.2% | $2,551-24.3% |
| Participant deferral / active EE | $2,835 | $3,081-8.0% | $4,048-30.0% | $4,139-31.5% |
| Admin fee / account holder | $3,352 | $6,500-48.4% | $8,703-61.5% | $7,234-53.7% |