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 | $28,457 | $67,411-57.8% | $91,001-68.7% | $70,131-59.4% |
| Participation rate | 80.6% | 71.4%+9.3pp | 75.6%+5.0pp | 69.5%+11.1pp |
| Annual return | 21.37% | -40.16%+61.5pp | 4.60%+16.8pp | 73.14%-51.8pp |
| Employer contribution / active EE | $2,036 | $1,786+14.0% | $2,456-17.1% | $2,342-13.1% |
| Participant deferral / active EE | $3,209 | $2,823+13.7% | $3,547-9.5% | $3,332-3.7% |
| Admin fee / account holder | $780 | $4,236-81.6% | $5,417-85.6% | $4,645-83.2% |