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 | $24,839 | $77,634-68.0% | $156,549-84.1% | $62,891-60.5% |
| Participation rate | 95.8% | 71.2%+24.6pp | 84.0%+11.8pp | 69.3%+26.5pp |
| Annual return | 17.28% | 50.32%-33.0pp | 32.23%-14.9pp | 20.14%-2.9pp |
| Employer contribution / active EE | $472 | $3,444-86.3% | $5,501-91.4% | $2,281-79.3% |
| Participant deferral / active EE | $3,163 | $3,045+3.9% | $4,871-35.1% | $3,203-1.3% |
| Admin fee / account holder | $2,585 | $5,561-53.5% | $13,027-80.2% | $4,296-39.8% |