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 | $25,697 | $67,606-62.0% | $82,313-68.8% | $70,131-63.4% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.5pp |
| Annual return | 15.08% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,144 | $1,755-34.8% | $2,428-52.9% | $2,342-51.2% |
| Participant deferral / active EE | $1,619 | $2,987-45.8% | $3,706-56.3% | $3,332-51.4% |
| Admin fee / account holder | $1,812 | $4,512-59.9% | $5,608-67.7% | $4,645-61.0% |