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 | $18,167 | $91,190-80.1% | $178,490-89.8% | $79,858-77.3% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 13.60% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,279 | $3,256-60.7% | $5,011-74.5% | $2,471-48.3% |
| Participant deferral / active EE | $2,434 | $3,236-24.8% | $5,202-53.2% | $3,740-34.9% |
| Admin fee / account holder | $1,377 | $6,751-79.6% | $13,984-90.2% | $5,306-74.0% |