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 | $27,080 | $95,416-71.6% | $185,823-85.4% | $85,850-68.5% |
| Participation rate | 89.1% | 68.8%+20.4pp | 81.7%+7.4pp | 69.3%+19.8pp |
| Annual return | 14.23% | 23.59%-9.4pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,290 | $3,314-30.9% | $5,167-55.7% | $2,565-10.7% |
| Participant deferral / active EE | $2,373 | $3,423-30.7% | $5,568-57.4% | $3,952-40.0% |
| Admin fee / account holder | $5,065 | $7,213-29.8% | $16,237-68.8% | $6,260-19.1% |