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 | $39,372 | $47,848-17.7% | $81,478-51.7% | $70,131-43.9% |
| Participation rate | 96.3% | 58.3%+38.0pp | 68.0%+28.3pp | 69.5%+26.8pp |
| Annual return | 13.76% | 27.25%-13.5pp | 38.78%-25.0pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,292 | $1,527-15.4% | $2,568-49.7% | $2,342-44.8% |
| Participant deferral / active EE | $6,150 | $2,453+150.7% | $3,537+73.9% | $3,332+84.6% |
| Admin fee / account holder | $27,311 | $3,145+768.4% | $4,561+498.8% | $4,645+487.9% |