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 | $17,785 | $67,894-73.8% | $89,340-80.1% | $82,448-78.4% |
| Participation rate | 92.0% | 64.0%+28.0pp | 69.6%+22.4pp | 68.1%+23.9pp |
| Annual return | 23.63% | 19.21%+4.4pp | 20.57%+3.1pp | 41.64%-18.0pp |
| Employer contribution / active EE | $2,225 | $1,828+21.8% | $2,231-0.3% | $2,551-12.8% |
| Participant deferral / active EE | $3,028 | $3,072-1.4% | $3,823-20.8% | $4,139-26.8% |
| Admin fee / account holder | $1,225 | $5,723-78.6% | $6,704-81.7% | $7,234-83.1% |