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 | $28,764 | $81,248-64.6% | $155,509-81.5% | $80,856-64.4% |
| Participation rate | 98.0% | 66.2%+31.8pp | 78.2%+19.8pp | 67.6%+30.4pp |
| Annual return | 13.06% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,785 | $3,100-42.4% | $4,672-61.8% | $2,755-35.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $759 | $7,997-90.5% | $15,912-95.2% | $6,918-89.0% |