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 | $16,011 | $67,894-76.4% | $89,340-82.1% | $82,448-80.6% |
| Participation rate | 81.0% | 64.0%+16.9pp | 69.6%+11.4pp | 68.1%+12.9pp |
| Annual return | 19.71% | 19.21%+0.5pp | 20.57%-0.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,503 | $1,828-17.8% | $2,231-32.6% | $2,551-41.1% |
| Participant deferral / active EE | $3,225 | $3,072+5.0% | $3,823-15.7% | $4,139-22.1% |
| Admin fee / account holder | $856 | $5,723-85.0% | $6,704-87.2% | $7,234-88.2% |