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 | $21,029 | $48,046-56.2% | $84,611-75.1% | $72,985-71.2% |
| Participation rate | 94.6% | 57.6%+37.0pp | 68.2%+26.4pp | 69.5%+25.1pp |
| Annual return | 21.18% | 37.38%-16.2pp | 258.74%-237.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,859 | $1,602+16.0% | $2,652-29.9% | $2,440-23.8% |
| Participant deferral / active EE | $857 | $2,680-68.0% | $3,899-78.0% | $3,607-76.2% |
| Admin fee / account holder | $2,273 | $3,395-33.0% | $4,912-53.7% | $5,124-55.6% |