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 | $31,956 | $84,233-62.1% | $170,442-81.3% | $70,131-54.4% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 29.10% | 23.06%+6.0pp | 205.93%-176.8pp | 73.14%-44.0pp |
| Employer contribution / active EE | $1,797 | $3,387-47.0% | $5,433-66.9% | $2,342-23.3% |
| Participant deferral / active EE | $2,194 | $3,086-28.9% | $4,939-55.6% | $3,332-34.2% |
| Admin fee / account holder | $2,267 | $5,698-60.2% | $13,880-83.7% | $4,645-51.2% |