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 | $29,003 | $69,977-58.6% | $108,579-73.3% | $62,891-53.9% |
| Participation rate | 95.5% | 72.9%+22.6pp | 79.6%+15.9pp | 69.3%+26.1pp |
| Annual return | 6.25% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,269 | $2,135-40.5% | $3,758-66.2% | $2,281-44.3% |
| Participant deferral / active EE | $1,601 | $3,165-49.4% | $4,311-62.9% | $3,203-50.0% |
| Admin fee / account holder | $6,472 | $5,076+27.5% | $7,645-15.3% | $4,296+50.7% |