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 | $20,951 | $65,365-67.9% | $92,893-77.4% | $72,985-71.3% |
| Participation rate | 85.0% | 68.3%+16.7pp | 76.0%+9.0pp | 69.5%+15.5pp |
| Annual return | 24.46% | 42.10%-17.6pp | 109.41%-85.0pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,950 | $2,594-24.8% | $3,653-46.6% | $2,440-20.1% |
| Participant deferral / active EE | $3,053 | $3,128-2.4% | $4,236-27.9% | $3,607-15.4% |
| Admin fee / account holder | $1,844 | $4,251-56.6% | $5,794-68.2% | $5,124-64.0% |