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 | $30,850 | $53,822-42.7% | $75,696-59.2% | $85,850-64.1% |
| Participation rate | 96.2% | 69.1%+27.1pp | 74.8%+21.3pp | 69.3%+26.8pp |
| Annual return | 14.72% | 24.54%-9.8pp | 104.53%-89.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,262 | $2,017+12.2% | $2,743-17.5% | $2,565-11.8% |
| Participant deferral / active EE | $2,262 | $2,895-21.9% | $3,821-40.8% | $3,952-42.7% |
| Admin fee / account holder | $1,154 | $3,343-65.5% | $3,619-68.1% | $6,260-81.6% |