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 | $14,542 | $39,122-62.8% | $57,179-74.6% | $62,891-76.9% |
| Participation rate | 85.4% | 70.5%+14.9pp | 75.3%+10.1pp | 69.3%+16.1pp |
| Annual return | 4.65% | 9.23%-4.6pp | 14.59%-9.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,346 | $1,874-28.2% | $2,682-49.8% | $2,281-41.0% |
| Participant deferral / active EE | $2,563 | $2,374+8.0% | $3,096-17.2% | $3,203-20.0% |
| Admin fee / account holder | $1,839 | $2,592-29.1% | $3,139-41.4% | $4,296-57.2% |