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 | $30,429 | $73,933-58.8% | $96,683-68.5% | $75,163-59.5% |
| Participation rate | 93.2% | 66.4%+26.8pp | 74.3%+18.8pp | 67.2%+26.0pp |
| Annual return | 13.50% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,568 | $2,928-12.3% | $3,737-31.3% | $2,670-3.8% |
| Participant deferral / active EE | $2,562 | $3,659-30.0% | $4,878-47.5% | $4,125-37.9% |
| Admin fee / account holder | $1,694 | $5,216-67.5% | $6,730-74.8% | $5,651-70.0% |