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 | $34,826 | $53,822-35.3% | $75,696-54.0% | $85,850-59.4% |
| Participation rate | 92.0% | 69.1%+22.9pp | 74.8%+17.2pp | 69.3%+22.7pp |
| Annual return | 13.55% | 24.54%-11.0pp | 104.53%-91.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $596 | $2,017-70.4% | $2,743-78.3% | $2,565-76.8% |
| Participant deferral / active EE | $2,865 | $2,895-1.0% | $3,821-25.0% | $3,952-27.5% |
| Admin fee / account holder | $7,566 | $3,343+126.3% | $3,619+109.1% | $6,260+20.9% |