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 | $32,677 | $52,580-37.9% | $71,671-54.4% | $70,131-53.4% |
| Participation rate | 91.7% | 60.9%+30.8pp | 68.7%+22.9pp | 69.5%+22.1pp |
| Annual return | 12.72% | 20.25%-7.5pp | 20.65%-7.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,111 | $1,616-31.2% | $2,460-54.8% | $2,342-52.6% |
| Participant deferral / active EE | $1,576 | $2,386-34.0% | $3,438-54.2% | $3,332-52.7% |
| Admin fee / account holder | $1,613 | $3,653-55.8% | $5,558-71.0% | $4,645-65.3% |