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 | $30,292 | $81,460-62.8% | $103,333-70.7% | $80,856-62.5% |
| Participation rate | 90.4% | 66.8%+23.5pp | 74.5%+15.9pp | 67.6%+22.7pp |
| Annual return | 12.25% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $887 | $3,105-71.4% | $3,868-77.1% | $2,755-67.8% |
| Participant deferral / active EE | $1,697 | $3,869-56.1% | $5,057-66.4% | $4,296-60.5% |
| Admin fee / account holder | $4,820 | $6,566-26.6% | $8,355-42.3% | $6,918-30.3% |