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 | $23,306 | $81,460-71.4% | $103,333-77.4% | $80,856-71.2% |
| Participation rate | 87.0% | 66.8%+20.2pp | 74.5%+12.5pp | 67.6%+19.4pp |
| Annual return | 10.89% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,020 | $3,105-67.2% | $3,868-73.6% | $2,755-63.0% |
| Participant deferral / active EE | $2,319 | $3,869-40.1% | $5,057-54.1% | $4,296-46.0% |
| Admin fee / account holder | $872 | $6,566-86.7% | $8,355-89.6% | $6,918-87.4% |