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 | $29,688 | $72,277-58.9% | $101,248-70.7% | $79,858-62.8% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 21.92% | 22.30%-0.4pp | 46.47%-24.6pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,580 | $2,692-41.3% | $3,660-56.8% | $2,471-36.0% |
| Participant deferral / active EE | $3,166 | $3,282-3.5% | $4,370-27.6% | $3,740-15.4% |
| Admin fee / account holder | $2,149 | $4,400-51.2% | $5,945-63.9% | $5,306-59.5% |