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 | $20,774 | $57,016-63.6% | $84,966-75.6% | $80,856-74.3% |
| Participation rate | 97.6% | 56.3%+41.3pp | 67.5%+30.1pp | 67.6%+30.0pp |
| Annual return | 13.06% | 21.66%-8.6pp | 66.38%-53.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,478 | $1,798-17.8% | $2,727-45.8% | $2,755-46.4% |
| Participant deferral / active EE | $2,386 | $3,110-23.3% | $4,519-47.2% | $4,296-44.5% |
| Admin fee / account holder | $1,443 | $4,980-71.0% | $6,149-76.5% | $6,918-79.1% |