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 | $21,085 | $45,035-53.2% | $62,995-66.5% | $70,131-69.9% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 14.62% | 18.76%-4.1pp | 87.57%-72.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,144 | $2,051-44.2% | $2,759-58.5% | $2,342-51.1% |
| Participant deferral / active EE | $1,548 | $2,465-37.2% | $3,329-53.5% | $3,332-53.6% |
| Admin fee / account holder | $2,378 | $2,834-16.1% | $3,600-34.0% | $4,645-48.8% |