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 | $27,353 | $43,327-36.9% | $59,878-54.3% | $64,186-57.4% |
| Participation rate | 97.4% | 69.2%+28.3pp | 74.7%+22.7pp | 69.6%+27.9pp |
| Annual return | 8.94% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $1,436 | $2,028-29.2% | $2,722-47.2% | $2,381-39.7% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,835 | $3,005-39.0% | $3,590-48.9% | $4,888-62.5% |