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 | $28,710 | $62,672-54.2% | $185,117-84.5% | $70,131-59.1% |
| Participation rate | 92.3% | 63.8%+28.5pp | 77.3%+15.0pp | 69.5%+22.8pp |
| Annual return | 19.19% | 40.79%-21.6pp | 40.50%-21.3pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,073 | $1,753-38.8% | $4,182-74.3% | $2,342-54.2% |
| Participant deferral / active EE | $2,254 | $3,272-31.1% | $5,045-55.3% | $3,332-32.3% |
| Admin fee / account holder | $758 | $3,932-80.7% | $8,159-90.7% | $4,645-83.7% |