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 | $23,989 | $57,016-57.9% | $84,966-71.8% | $80,856-70.3% |
| Participation rate | 87.9% | 56.3%+31.5pp | 67.5%+20.4pp | 67.6%+20.2pp |
| Annual return | 12.00% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $726 | $1,798-59.6% | $2,727-73.4% | $2,755-73.6% |
| Participant deferral / active EE | $2,236 | $3,110-28.1% | $4,519-50.5% | $4,296-47.9% |
| Admin fee / account holder | $11,083 | $4,980+122.5% | $6,149+80.2% | $6,918+60.2% |