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 | $28,327 | $65,365-56.7% | $92,893-69.5% | $72,985-61.2% |
| Participation rate | 73.3% | 68.3%+4.9pp | 76.0%-2.7pp | 69.5%+3.8pp |
| Annual return | 19.66% | 42.10%-22.4pp | 109.41%-89.8pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,537 | $2,594-40.8% | $3,653-57.9% | $2,440-37.0% |
| Participant deferral / active EE | $2,880 | $3,128-7.9% | $4,236-32.0% | $3,607-20.2% |
| Admin fee / account holder | $2,394 | $4,251-43.7% | $5,794-58.7% | $5,124-53.3% |