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 | $31,980 | $127,065-74.8% | $113,168-71.7% | $142,382-77.5% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 11.70% | 24.03%-12.3pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,139 | $3,442-66.9% | $2,975-61.7% | $4,299-73.5% |
| Participant deferral / active EE | $1,998 | $5,716-65.0% | $5,107-60.9% | $6,507-69.3% |
| Admin fee / account holder | $2,210 | $15,736-86.0% | $12,068-81.7% | $12,624-82.5% |