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 | $30,368 | $103,376-70.6% | $87,100-65.1% | $152,861-80.1% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.9%+8.1pp | 82.4%+2.6pp |
| Annual return | 21.91% | 28.10%-6.2pp | 28.19%-6.3pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,506 | $3,220-53.2% | $2,521-40.3% | $4,762-68.4% |
| Participant deferral / active EE | $3,192 | $4,778-33.2% | $4,049-21.2% | $5,850-45.4% |
| Admin fee / account holder | $13,974 | $12,205+14.5% | $7,497+86.4% | $11,596+20.5% |