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 | $27,591 | $72,277-61.8% | $101,248-72.7% | $79,858-65.4% |
| Participation rate | 80.4% | 68.5%+11.9pp | 75.8%+4.6pp | 69.6%+10.8pp |
| Annual return | 20.13% | 22.30%-2.2pp | 46.47%-26.3pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,666 | $2,692-38.1% | $3,660-54.5% | $2,471-32.6% |
| Participant deferral / active EE | $2,900 | $3,282-11.6% | $4,370-33.6% | $3,740-22.5% |
| Admin fee / account holder | $1,295 | $4,400-70.6% | $5,945-78.2% | $5,306-75.6% |