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 | $32,628 | $80,717-59.6% | $154,803-78.9% | $84,808-61.5% |
| Participation rate | 81.0% | 66.8%+14.1pp | 78.1%+2.9pp | 68.3%+12.6pp |
| Annual return | 19.52% | 37.96%-18.4pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,571 | $2,761-43.1% | $4,305-63.5% | $2,631-40.3% |
| Participant deferral / active EE | $3,341 | $3,303+1.1% | $5,540-39.7% | $4,212-20.7% |
| Admin fee / account holder | $2,447 | $6,746-63.7% | $14,329-82.9% | $7,344-66.7% |