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 | $19,034 | $80,717-76.4% | $154,803-87.7% | $84,808-77.6% |
| Participation rate | 74.4% | 66.8%+7.5pp | 78.1%-3.7pp | 68.3%+6.0pp |
| Annual return | 19.47% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,199 | $2,761-20.4% | $4,305-48.9% | $2,631-16.4% |
| Participant deferral / active EE | $2,832 | $3,303-14.3% | $5,540-48.9% | $4,212-32.7% |
| Admin fee / account holder | $763 | $6,746-88.7% | $14,329-94.7% | $7,344-89.6% |