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 | $18,678 | $81,248-77.0% | $155,509-88.0% | $80,856-76.9% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 14.95% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,874 | $3,100-7.3% | $4,672-38.5% | $2,755+4.3% |
| Participant deferral / active EE | $4,190 | $3,452+21.4% | $5,626-25.5% | $4,296-2.5% |
| Admin fee / account holder | $2,226 | $7,997-72.2% | $15,912-86.0% | $6,918-67.8% |