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 | $32,569 | $80,717-59.7% | $154,803-79.0% | $84,808-61.6% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 13.22% | 37.96%-24.7pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,417 | $2,761-12.5% | $4,305-43.9% | $2,631-8.2% |
| Participant deferral / active EE | $2,056 | $3,303-37.7% | $5,540-62.9% | $4,212-51.2% |
| Admin fee / account holder | $4,873 | $6,746-27.8% | $14,329-66.0% | $7,344-33.6% |