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 | $18,147 | $55,706-67.4% | $75,886-76.1% | $72,985-75.1% |
| Participation rate | 97.0% | 61.1%+35.8pp | 69.3%+27.7pp | 69.5%+27.5pp |
| Annual return | 19.92% | 27.59%-7.7pp | 30.76%-10.8pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,248 | $1,687+33.3% | $2,500-10.1% | $2,440-7.9% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,175 | $3,978+4.9% | $5,418-23.0% | $5,124-18.5% |