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 | $28,896 | $46,869-38.3% | $122,332-76.4% | $70,131-58.8% |
| Participation rate | 96.2% | 58.2%+38.0pp | 71.6%+24.5pp | 69.5%+26.6pp |
| Annual return | 17.49% | 24.22%-6.7pp | 30.27%-12.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,517 | $1,288+17.8% | $4,050-62.6% | $2,342-35.2% |
| Participant deferral / active EE | $3,203 | $2,166+47.9% | $3,287-2.5% | $3,332-3.9% |
| Admin fee / account holder | $946 | $3,322-71.5% | $5,478-82.7% | $4,645-79.6% |