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 | $25,886 | $80,717-67.9% | $154,803-83.3% | $84,808-69.5% |
| Participation rate | 88.7% | 66.8%+21.9pp | 78.1%+10.6pp | 68.3%+20.4pp |
| Annual return | 14.16% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,502 | $2,761+63.0% | $4,305+4.6% | $2,631+71.1% |
| Participant deferral / active EE | $1,158 | $3,303-64.9% | $5,540-79.1% | $4,212-72.5% |
| Admin fee / account holder | $1,290 | $6,746-80.9% | $14,329-91.0% | $7,344-82.4% |