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 | $17,950 | $55,706-67.8% | $75,886-76.3% | $72,985-75.4% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.3%+18.7pp | 69.5%+18.5pp |
| Annual return | 26.09% | 27.59%-1.5pp | 30.76%-4.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $4,062 | $1,687+140.9% | $2,500+62.5% | $2,440+66.5% |
| Participant deferral / active EE | $4,821 | $2,634+83.0% | $3,603+33.8% | $3,607+33.6% |
| Admin fee / account holder | $1,597 | $3,978-59.8% | $5,418-70.5% | $5,124-68.8% |