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 | $24,325 | $77,634-68.7% | $156,549-84.5% | $62,891-61.3% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 11.42% | 50.32%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,112 | $3,444-67.7% | $5,501-79.8% | $2,281-51.2% |
| Participant deferral / active EE | $1,532 | $3,045-49.7% | $4,871-68.6% | $3,203-52.2% |
| Admin fee / account holder | $656 | $5,561-88.2% | $13,027-95.0% | $4,296-84.7% |