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 | $19,470 | $68,547-71.6% | $120,354-83.8% | $80,856-75.9% |
| Participation rate | 96.6% | 61.6%+35.0pp | 71.9%+24.6pp | 67.6%+28.9pp |
| Annual return | 13.48% | 23.60%-10.1pp | 107.15%-93.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,080 | $2,051+1.4% | $3,463-39.9% | $2,755-24.5% |
| Participant deferral / active EE | $3,041 | $3,173-4.2% | $4,991-39.1% | $4,296-29.2% |
| Admin fee / account holder | $1,464 | $5,732-74.5% | $9,423-84.5% | $6,918-78.8% |