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 | $19,617 | $53,822-63.6% | $75,696-74.1% | $85,850-77.1% |
| Participation rate | 89.7% | 69.1%+20.6pp | 74.8%+14.8pp | 69.3%+20.3pp |
| Annual return | 15.26% | 24.54%-9.3pp | 104.53%-89.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,537 | $2,017-23.8% | $2,743-43.9% | $2,565-40.1% |
| Participant deferral / active EE | $2,202 | $2,895-24.0% | $3,821-42.4% | $3,952-44.3% |
| Admin fee / account holder | $11,767 | $3,343+252.0% | $3,619+225.1% | $6,260+88.0% |