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 | $13,107 | $49,227-73.4% | $70,449-81.4% | $79,858-83.6% |
| Participation rate | 87.3% | 69.2%+18.1pp | 75.1%+12.2pp | 69.6%+17.7pp |
| Annual return | 6.65% | 30.06%-23.4pp | 109.03%-102.4pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,451 | $2,099-30.8% | $2,737-47.0% | $2,471-41.3% |
| Participant deferral / active EE | $1,466 | $2,768-47.0% | $3,709-60.5% | $3,740-60.8% |
| Admin fee / account holder | $2,051 | $2,878-28.8% | $3,845-46.7% | $5,306-61.4% |