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 | $23,295 | $65,365-64.4% | $92,893-74.9% | $72,985-68.1% |
| Participation rate | 93.3% | 68.3%+25.0pp | 76.0%+17.3pp | 69.5%+23.8pp |
| Annual return | 21.31% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,731 | $2,594-33.3% | $3,653-52.6% | $2,440-29.0% |
| Participant deferral / active EE | $2,077 | $3,128-33.6% | $4,236-51.0% | $3,607-42.4% |
| Admin fee / account holder | $559 | $4,251-86.8% | $5,794-90.3% | $5,124-89.1% |