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 | $47,187 | $78,422-39.8% | $95,952-50.8% | $79,858-40.9% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 10.25% | 19.37%-9.1pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,619 | $1,945-16.8% | $2,541-36.3% | $2,471-34.5% |
| Participant deferral / active EE | $2,851 | $3,440-17.1% | $4,167-31.6% | $3,740-23.8% |
| Admin fee / account holder | $13,680 | $5,622+143.3% | $6,795+101.3% | $5,306+157.8% |