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 | $16,083 | $80,717-80.1% | $154,803-89.6% | $84,808-81.0% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.5pp | 68.3%+20.2pp |
| Annual return | 28.03% | 37.96%-9.9pp | 58.88%-30.9pp | 40.90%-12.9pp |
| Employer contribution / active EE | $1,554 | $2,761-43.7% | $4,305-63.9% | $2,631-40.9% |
| Participant deferral / active EE | $3,965 | $3,303+20.0% | $5,540-28.4% | $4,212-5.9% |
| Admin fee / account holder | $2,480 | $6,746-63.2% | $14,329-82.7% | $7,344-66.2% |