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 | $22,020 | $65,365-66.3% | $92,893-76.3% | $72,985-69.8% |
| Participation rate | 85.4% | 68.3%+17.1pp | 76.0%+9.4pp | 69.5%+15.9pp |
| Annual return | 20.92% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,238 | $2,594-52.3% | $3,653-66.1% | $2,440-49.2% |
| Participant deferral / active EE | $1,327 | $3,128-57.6% | $4,236-68.7% | $3,607-63.2% |
| Admin fee / account holder | $5,529 | $4,251+30.0% | $5,794-4.6% | $5,124+7.9% |