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 | $29,698 | $67,411-55.9% | $91,001-67.4% | $70,131-57.7% |
| Participation rate | 85.4% | 71.4%+14.1pp | 75.6%+9.8pp | 69.5%+15.9pp |
| Annual return | 24.25% | -40.16%+64.4pp | 4.60%+19.7pp | 73.14%-48.9pp |
| Employer contribution / active EE | $872 | $1,786-51.2% | $2,456-64.5% | $2,342-62.8% |
| Participant deferral / active EE | $2,316 | $2,823-17.9% | $3,547-34.7% | $3,332-30.5% |
| Admin fee / account holder | $4,568 | $4,236+7.8% | $5,417-15.7% | $4,645-1.7% |