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 | $28,978 | $46,869-38.2% | $122,332-76.3% | $70,131-58.7% |
| Participation rate | 96.5% | 58.2%+38.3pp | 71.6%+24.9pp | 69.5%+27.0pp |
| Annual return | 13.53% | 24.22%-10.7pp | 30.27%-16.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,050 | $1,288-18.5% | $4,050-74.1% | $2,342-55.2% |
| Participant deferral / active EE | $1,779 | $2,166-17.9% | $3,287-45.9% | $3,332-46.6% |
| Admin fee / account holder | $1,267 | $3,322-61.9% | $5,478-76.9% | $4,645-72.7% |