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 | $26,899 | $104,974-74.4% | $95,585-71.9% | $142,382-81.1% |
| Participation rate | 94.4% | 75.0%+19.5pp | 72.1%+22.4pp | 80.1%+14.3pp |
| Annual return | 11.28% | 210.33%-199.1pp | 38.56%-27.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,188 | $2,779+14.7% | $2,527+26.2% | $4,299-25.8% |
| Participant deferral / active EE | $6,289 | $4,352+44.5% | $4,023+56.3% | $6,507-3.4% |
| Admin fee / account holder | $10,869 | $6,386+70.2% | $6,127+77.4% | $12,624-13.9% |