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 | $17,036 | $81,248-79.0% | $155,509-89.0% | $80,856-78.9% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.6%+30.5pp |
| Annual return | 12.13% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,660 | $3,100+18.1% | $4,672-21.7% | $2,755+32.9% |
| Participant deferral / active EE | $2,198 | $3,452-36.3% | $5,626-60.9% | $4,296-48.8% |
| Admin fee / account holder | $2,196 | $7,997-72.5% | $15,912-86.2% | $6,918-68.3% |