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 | $30,257 | $81,248-62.8% | $155,509-80.5% | $80,856-62.6% |
| Participation rate | 98.3% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 14.14% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,578 | $3,100-49.1% | $4,672-66.2% | $2,755-42.7% |
| Participant deferral / active EE | $2,525 | $3,452-26.8% | $5,626-55.1% | $4,296-41.2% |
| Admin fee / account holder | $7,766 | $7,997-2.9% | $15,912-51.2% | $6,918+12.3% |