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 | $22,046 | $47,848-53.9% | $81,478-72.9% | $70,131-68.6% |
| Participation rate | 96.3% | 58.3%+38.0pp | 68.0%+28.3pp | 69.5%+26.8pp |
| Annual return | 15.98% | 27.25%-11.3pp | 38.78%-22.8pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,920 | $1,527+25.7% | $2,568-25.2% | $2,342-18.1% |
| Participant deferral / active EE | $3,129 | $2,453+27.5% | $3,537-11.5% | $3,332-6.1% |
| Admin fee / account holder | $657 | $3,145-79.1% | $4,561-85.6% | $4,645-85.9% |