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 | $30,449 | $80,717-62.3% | $154,803-80.3% | $84,808-64.1% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 19.64% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,973 | $2,761-28.5% | $4,305-54.2% | $2,631-25.0% |
| Participant deferral / active EE | $3,801 | $3,303+15.1% | $5,540-31.4% | $4,212-9.8% |
| Admin fee / account holder | $16,123 | $6,746+139.0% | $14,329+12.5% | $7,344+119.5% |