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 | $24,269 | $65,365-62.9% | $92,893-73.9% | $72,985-66.7% |
| Participation rate | 97.6% | 68.3%+29.2pp | 76.0%+21.6pp | 69.5%+28.1pp |
| Annual return | 19.18% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,150 | $2,594-17.1% | $3,653-41.1% | $2,440-11.9% |
| Participant deferral / active EE | $1,717 | $3,128-45.1% | $4,236-59.5% | $3,607-52.4% |
| Admin fee / account holder | $5,548 | $4,251+30.5% | $5,794-4.3% | $5,124+8.3% |