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 | $20,470 | $46,869-56.3% | $122,332-83.3% | $70,131-70.8% |
| Participation rate | 76.0% | 58.2%+17.8pp | 71.6%+4.4pp | 69.5%+6.5pp |
| Annual return | 19.90% | 24.22%-4.3pp | 30.27%-10.4pp | 73.14%-53.2pp |
| Employer contribution / active EE | $945 | $1,288-26.6% | $4,050-76.7% | $2,342-59.7% |
| Participant deferral / active EE | $4,167 | $2,166+92.3% | $3,287+26.8% | $3,332+25.1% |
| Admin fee / account holder | $8,848 | $3,322+166.3% | $5,478+61.5% | $4,645+90.5% |