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 | $30,146 | $79,944-62.3% | $98,439-69.4% | $75,163-59.9% |
| Participation rate | 93.7% | 70.4%+23.3pp | 75.2%+18.5pp | 67.2%+26.5pp |
| Annual return | 15.36% | 19.75%-4.4pp | 21.16%-5.8pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,202 | $2,264-46.9% | $3,048-60.6% | $2,670-55.0% |
| Participant deferral / active EE | $1,613 | $3,752-57.0% | $4,738-65.9% | $4,125-60.9% |
| Admin fee / account holder | $1,215 | $6,840-82.2% | $8,948-86.4% | $5,651-78.5% |