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 | $29,598 | $89,753-67.0% | $107,525-72.5% | $84,808-65.1% |
| Participation rate | 88.0% | 68.1%+19.9pp | 75.1%+12.9pp | 68.3%+19.7pp |
| Annual return | 16.35% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,373 | $3,113-55.9% | $3,754-63.4% | $2,631-47.8% |
| Participant deferral / active EE | $3,377 | $4,056-16.7% | $5,116-34.0% | $4,212-19.8% |
| Admin fee / account holder | $1,366 | $7,222-81.1% | $8,919-84.7% | $7,344-81.4% |