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 | $23,805 | $54,762-56.5% | $90,281-73.6% | $72,985-67.4% |
| Participation rate | 98.4% | 65.1%+33.2pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | 18.62% | 30.63%-12.0pp | 78.10%-59.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,481 | $2,092-29.2% | $2,854-48.1% | $2,440-39.3% |
| Participant deferral / active EE | $1,593 | $2,887-44.8% | $3,885-59.0% | $3,607-55.8% |
| Admin fee / account holder | $1,588 | $3,972-60.0% | $5,351-70.3% | $5,124-69.0% |