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 | $71,646 | $80,968-11.5% | $96,544-25.8% | $75,163-4.7% |
| Participation rate | 93.2% | 71.8%+21.4pp | 76.0%+17.2pp | 67.2%+26.0pp |
| Annual return | 13.02% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,025 | $2,282-55.1% | $2,965-65.4% | $2,670-61.6% |
| Participant deferral / active EE | $2,445 | $3,928-37.7% | $4,851-49.6% | $4,125-40.7% |
| Admin fee / account holder | $4,419 | $6,724-34.3% | $8,252-46.5% | $5,651-21.8% |