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 | $20,957 | $47,848-56.2% | $81,478-74.3% | $70,131-70.1% |
| Participation rate | 86.7% | 58.3%+28.4pp | 68.0%+18.7pp | 69.5%+17.1pp |
| Annual return | 16.52% | 27.25%-10.7pp | 38.78%-22.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,050 | $1,527-31.3% | $2,568-59.1% | $2,342-55.2% |
| Participant deferral / active EE | $2,799 | $2,453+14.1% | $3,537-20.9% | $3,332-16.0% |
| Admin fee / account holder | $736 | $3,145-76.6% | $4,561-83.9% | $4,645-84.1% |