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 | $26,452 | $80,717-67.2% | $154,803-82.9% | $84,808-68.8% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 19.38% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,981 | $2,761-28.3% | $4,305-54.0% | $2,631-24.7% |
| Participant deferral / active EE | $1,228 | $3,303-62.8% | $5,540-77.8% | $4,212-70.8% |
| Admin fee / account holder | $8,526 | $6,746+26.4% | $14,329-40.5% | $7,344+16.1% |