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 | $36,609 | $48,795-25.0% | $65,493-44.1% | $84,808-56.8% |
| Participation rate | 93.8% | 67.0%+26.8pp | 73.1%+20.7pp | 68.3%+25.4pp |
| Annual return | 15.31% | 20.20%-4.9pp | 982.45%-967.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,211 | $1,930+14.6% | $2,574-14.1% | $2,631-16.0% |
| Participant deferral / active EE | $2,211 | $2,928-24.5% | $3,961-44.2% | $4,212-47.5% |
| Admin fee / account holder | $1,473 | $3,877-62.0% | $5,028-70.7% | $7,344-79.9% |