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 | $29,997 | $48,076-37.6% | $78,689-61.9% | $62,891-52.3% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | 5.28% | 31.35%-26.1pp | 62.18%-56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $809 | $2,015-59.8% | $2,851-71.6% | $2,281-64.5% |
| Participant deferral / active EE | $1,663 | $2,588-35.7% | $3,517-52.7% | $3,203-48.1% |
| Admin fee / account holder | $6,072 | $3,207+89.3% | $4,510+34.6% | $4,296+41.3% |