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 | $19,019 | $66,402-71.4% | $109,895-82.7% | $85,850-77.8% |
| Participation rate | 91.7% | 63.9%+27.8pp | 74.2%+17.4pp | 69.3%+22.4pp |
| Annual return | 13.04% | 19.59%-6.6pp | 29.45%-16.4pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,485 | $1,687-12.0% | $2,842-47.8% | $2,565-42.1% |
| Participant deferral / active EE | $3,381 | $2,842+18.9% | $4,048-16.5% | $3,952-14.4% |
| Admin fee / account holder | $3,197 | $4,557-29.8% | $6,066-47.3% | $6,260-48.9% |