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 | $52,438 | $47,944+9.4% | $67,834-22.7% | $62,891-16.6% |
| Participation rate | 79.6% | 61.1%+18.5pp | 68.8%+10.8pp | 69.3%+10.3pp |
| Annual return | 8.53% | 11.77%-3.2pp | 138.47%-129.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $248 | $1,562-84.1% | $2,403-89.7% | $2,281-89.1% |
| Participant deferral / active EE | $1,877 | $2,247-16.5% | $3,160-40.6% | $3,203-41.4% |
| Admin fee / account holder | $1,791 | $3,712-51.7% | $4,622-61.2% | $4,296-58.3% |