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 | $59,924 | $107,452-44.2% | $91,541-34.5% | $142,382-57.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 12.09% | 22.06%-10.0pp | 20.50%-8.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $341 | $2,994-88.6% | $2,505-86.4% | $4,299-92.1% |
| Participant deferral / active EE | $2,256 | $4,754-52.5% | $4,008-43.7% | $6,507-65.3% |
| Admin fee / account holder | $55,287 | $8,834+525.8% | $6,956+694.8% | $12,624+338.0% |