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 | $27,439 | $45,073-39.1% | $69,455-60.5% | $72,985-62.4% |
| Participation rate | 92.5% | 68.5%+24.0pp | 74.6%+17.8pp | 69.5%+23.0pp |
| Annual return | 10.12% | 22.65%-12.5pp | 28.97%-18.8pp | 81.00%-70.9pp |
| Employer contribution / active EE | $1,580 | $2,054-23.1% | $2,779-43.1% | $2,440-35.2% |
| Participant deferral / active EE | $1,459 | $2,602-43.9% | $3,535-58.7% | $3,607-59.6% |
| Admin fee / account holder | $1,927 | $3,056-36.9% | $3,839-49.8% | $5,124-62.4% |