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 | $24,303 | $77,634-68.7% | $156,549-84.5% | $62,891-61.4% |
| Participation rate | 94.2% | 71.2%+23.0pp | 84.0%+10.2pp | 69.3%+24.9pp |
| Annual return | 8.76% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,345 | $3,444-60.9% | $5,501-75.5% | $2,281-41.0% |
| Participant deferral / active EE | $3,074 | $3,045+0.9% | $4,871-36.9% | $3,203-4.0% |
| Admin fee / account holder | $2,375 | $5,561-57.3% | $13,027-81.8% | $4,296-44.7% |