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 | $25,833 | $55,706-53.6% | $75,886-66.0% | $72,985-64.6% |
| Participation rate | 80.8% | 61.1%+19.6pp | 69.3%+11.5pp | 69.5%+11.3pp |
| Annual return | 20.87% | 27.59%-6.7pp | 30.76%-9.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,130 | $1,687-33.0% | $2,500-54.8% | $2,440-53.7% |
| Participant deferral / active EE | $1,697 | $2,634-35.6% | $3,603-52.9% | $3,607-52.9% |
| Admin fee / account holder | $346 | $3,978-91.3% | $5,418-93.6% | $5,124-93.3% |