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 | $14,777 | $47,848-69.1% | $81,478-81.9% | $70,131-78.9% |
| Participation rate | 89.7% | 58.3%+31.4pp | 68.0%+21.7pp | 69.5%+20.1pp |
| Annual return | 19.46% | 27.25%-7.8pp | 38.78%-19.3pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,694 | $1,527+10.9% | $2,568-34.0% | $2,342-27.7% |
| Participant deferral / active EE | $3,788 | $2,453+54.4% | $3,537+7.1% | $3,332+13.7% |
| Admin fee / account holder | $350 | $3,145-88.9% | $4,561-92.3% | $4,645-92.5% |