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 3-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 | $28,418 | $100,326-71.7% | $180,183-84.2% | $84,808-66.5% |
| Participation rate | 85.3% | 71.0%+14.3pp | 77.4%+7.9pp | 68.3%+17.0pp |
| Annual return | 19.97% | 17.86%+2.1pp | 27.86%-7.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,094 | $3,269-5.4% | $5,039-38.6% | $2,631+17.6% |
| Participant deferral / active EE | $3,810 | $5,066-24.8% | $6,822-44.2% | $4,212-9.5% |
| Admin fee / account holder | $2,415 | $9,674-75.0% | $19,975-87.9% | $7,344-67.1% |