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 | $22,561 | $52,836-57.3% | $105,738-78.7% | $64,186-64.9% |
| Participation rate | 87.5% | 66.5%+21.0pp | 76.3%+11.2pp | 69.6%+17.9pp |
| Annual return | -5.38% | 14.30%-19.7pp | 6.27%-11.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,093 | $1,827-40.2% | $3,268-66.6% | $2,381-54.1% |
| Participant deferral / active EE | $2,993 | $2,545+17.6% | $4,080-26.6% | $3,470-13.7% |
| Admin fee / account holder | $1,869 | $3,959-52.8% | $6,913-73.0% | $4,888-61.8% |