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 | $19,808 | $47,848-58.6% | $81,478-75.7% | $70,131-71.8% |
| Participation rate | 90.6% | 58.3%+32.3pp | 68.0%+22.7pp | 69.5%+21.1pp |
| Annual return | 16.71% | 27.25%-10.5pp | 38.78%-22.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,297 | $1,527+50.4% | $2,568-10.5% | $2,342-1.9% |
| Participant deferral / active EE | $3,216 | $2,453+31.1% | $3,537-9.1% | $3,332-3.5% |
| Admin fee / account holder | $627 | $3,145-80.1% | $4,561-86.3% | $4,645-86.5% |