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 | $25,443 | $46,869-45.7% | $122,332-79.2% | $70,131-63.7% |
| Participation rate | 96.6% | 58.2%+38.4pp | 71.6%+25.0pp | 69.5%+27.1pp |
| Annual return | 19.60% | 24.22%-4.6pp | 30.27%-10.7pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,191 | $1,288-7.5% | $4,050-70.6% | $2,342-49.1% |
| Participant deferral / active EE | $2,239 | $2,166+3.4% | $3,287-31.9% | $3,332-32.8% |
| Admin fee / account holder | $919 | $3,322-72.3% | $5,478-83.2% | $4,645-80.2% |