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 6-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 | $30,158 | $127,065-76.3% | $113,168-73.4% | $142,382-78.8% |
| Participation rate | 79.2% | 79.2%0pp | 76.6%+2.6pp | 80.1%-1.0pp |
| Annual return | 18.09% | 24.03%-5.9pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,209 | $3,442-35.8% | $2,975-25.8% | $4,299-48.6% |
| Participant deferral / active EE | $4,288 | $5,716-25.0% | $5,107-16.0% | $6,507-34.1% |
| Admin fee / account holder | $1,638 | $15,736-89.6% | $12,068-86.4% | $12,624-87.0% |