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 | $28,070 | $58,851-52.3% | $115,157-75.6% | $72,985-61.5% |
| Participation rate | 88.2% | 65.5%+22.7pp | 75.9%+12.3pp | 69.5%+18.7pp |
| Annual return | 17.70% | 23.16%-5.5pp | 35.60%-17.9pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,382 | $1,798-23.1% | $3,179-56.5% | $2,440-43.4% |
| Participant deferral / active EE | $3,108 | $2,643+17.6% | $4,168-25.4% | $3,607-13.8% |
| Admin fee / account holder | $2,727 | $6,370-57.2% | $7,088-61.5% | $5,124-46.8% |