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 | $28,728 | $58,512-50.9% | $84,015-65.8% | $72,985-60.6% |
| Participation rate | 82.1% | 61.2%+20.9pp | 69.0%+13.1pp | 69.5%+12.7pp |
| Annual return | 20.50% | 28.93%-8.4pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,327 | $1,163+14.1% | $1,983-33.1% | $2,440-45.6% |
| Participant deferral / active EE | $1,907 | $2,394-20.3% | $3,239-41.1% | $3,607-47.1% |
| Admin fee / account holder | $1,382 | $4,569-69.8% | $6,101-77.3% | $5,124-73.0% |