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 | $25,764 | $65,395-60.6% | $182,532-85.9% | $72,985-64.7% |
| Participation rate | 92.3% | 65.4%+26.9pp | 78.0%+14.3pp | 69.5%+22.8pp |
| Annual return | 20.94% | 27.68%-6.7pp | 148.54%-127.6pp | 81.00%-60.1pp |
| Employer contribution / active EE | $393 | $1,911-79.4% | $4,076-90.3% | $2,440-83.9% |
| Participant deferral / active EE | $3,951 | $3,563+10.9% | $5,524-28.5% | $3,607+9.5% |
| Admin fee / account holder | $7,626 | $4,245+79.7% | $8,592-11.2% | $5,124+48.8% |