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 | $22,641 | $77,634-70.8% | $156,549-85.5% | $62,891-64.0% |
| Participation rate | 95.3% | 71.2%+24.1pp | 84.0%+11.3pp | 69.3%+26.0pp |
| Annual return | 6.04% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,472 | $3,444-28.2% | $5,501-55.1% | $2,281+8.4% |
| Participant deferral / active EE | $904 | $3,045-70.3% | $4,871-81.4% | $3,203-71.8% |
| Admin fee / account holder | $3,504 | $5,561-37.0% | $13,027-73.1% | $4,296-18.4% |