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 | $35,769 | $56,110-36.3% | $94,993-62.3% | $70,131-49.0% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.9%+6.1pp | 69.5%+10.5pp |
| Annual return | 18.17% | 51.02%-32.9pp | 27.12%-9.0pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,189 | $1,442-17.6% | $2,603-54.3% | $2,342-49.3% |
| Participant deferral / active EE | $2,659 | $2,391+11.2% | $3,317-19.8% | $3,332-20.2% |
| Admin fee / account holder | $720 | $3,456-79.2% | $4,960-85.5% | $4,645-84.5% |