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 | $26,307 | $65,365-59.8% | $92,893-71.7% | $72,985-64.0% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.0%+20.3pp | 69.5%+26.8pp |
| Annual return | 20.77% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,984 | $2,594-23.5% | $3,653-45.7% | $2,440-18.7% |
| Participant deferral / active EE | $3,039 | $3,128-2.9% | $4,236-28.3% | $3,607-15.8% |
| Admin fee / account holder | $16,669 | $4,251+292.1% | $5,794+187.7% | $5,124+225.3% |