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 | $31,308 | $49,227-36.4% | $70,449-55.6% | $79,858-60.8% |
| Participation rate | 97.4% | 69.2%+28.3pp | 75.1%+22.4pp | 69.6%+27.8pp |
| Annual return | 17.84% | 30.06%-12.2pp | 109.03%-91.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,899 | $2,099-9.5% | $2,737-30.6% | $2,471-23.1% |
| Participant deferral / active EE | $1,888 | $2,768-31.8% | $3,709-49.1% | $3,740-49.5% |
| Admin fee / account holder | $4,761 | $2,878+65.4% | $3,845+23.8% | $5,306-10.3% |