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 | $28,040 | $89,753-68.8% | $107,525-73.9% | $84,808-66.9% |
| Participation rate | 77.6% | 68.1%+9.5pp | 75.1%+2.5pp | 68.3%+9.3pp |
| Annual return | 17.98% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,467 | $3,113-52.9% | $3,754-60.9% | $2,631-44.2% |
| Participant deferral / active EE | $2,130 | $4,056-47.5% | $5,116-58.4% | $4,212-49.4% |
| Admin fee / account holder | $2,458 | $7,222-66.0% | $8,919-72.4% | $7,344-66.5% |