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 | $25,200 | $45,073-44.1% | $69,455-63.7% | $72,985-65.5% |
| Participation rate | 90.8% | 68.5%+22.3pp | 74.6%+16.2pp | 69.5%+21.3pp |
| Annual return | 24.28% | 22.65%+1.6pp | 28.97%-4.7pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,191 | $2,054-42.0% | $2,779-57.1% | $2,440-51.2% |
| Participant deferral / active EE | $2,003 | $2,602-23.0% | $3,535-43.3% | $3,607-44.5% |
| Admin fee / account holder | $1,188 | $3,056-61.1% | $3,839-69.0% | $5,124-76.8% |