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 | $27,419 | $65,365-58.1% | $92,893-70.5% | $72,985-62.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.10% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,299 | $2,594-49.9% | $3,653-64.5% | $2,440-46.8% |
| Participant deferral / active EE | $2,012 | $3,128-35.7% | $4,236-52.5% | $3,607-44.2% |
| Admin fee / account holder | $5,354 | $4,251+25.9% | $5,794-7.6% | $5,124+4.5% |