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 | $23,102 | $77,634-70.2% | $156,549-85.2% | $62,891-63.3% |
| Participation rate | 92.0% | 71.2%+20.8pp | 84.0%+8.0pp | 69.3%+22.7pp |
| Annual return | 9.37% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,025 | $3,444-70.2% | $5,501-81.4% | $2,281-55.1% |
| Participant deferral / active EE | $2,938 | $3,045-3.5% | $4,871-39.7% | $3,203-8.3% |
| Admin fee / account holder | $1,752 | $5,561-68.5% | $13,027-86.6% | $4,296-59.2% |