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 | $27,263 | $56,053-51.4% | $75,972-64.1% | $80,856-66.3% |
| Participation rate | 93.6% | 62.0%+31.6pp | 69.1%+24.6pp | 67.6%+26.0pp |
| Annual return | 12.16% | 20.53%-8.4pp | 359.55%-347.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $668 | $1,874-64.4% | $2,685-75.1% | $2,755-75.8% |
| Participant deferral / active EE | $3,978 | $3,052+30.4% | $4,255-6.5% | $4,296-7.4% |
| Admin fee / account holder | $2,975 | $5,234-43.1% | $6,467-54.0% | $6,918-57.0% |