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 | $24,451 | $81,460-70.0% | $103,333-76.3% | $80,856-69.8% |
| Participation rate | 91.1% | 66.8%+24.2pp | 74.5%+16.6pp | 67.6%+23.4pp |
| Annual return | 13.94% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,464 | $3,105-20.7% | $3,868-36.3% | $2,755-10.6% |
| Participant deferral / active EE | $3,637 | $3,869-6.0% | $5,057-28.1% | $4,296-15.3% |
| Admin fee / account holder | $3,124 | $6,566-52.4% | $8,355-62.6% | $6,918-54.8% |