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 | $39,869 | $55,706-28.4% | $75,886-47.5% | $72,985-45.4% |
| Participation rate | 83.7% | 61.1%+22.5pp | 69.3%+14.4pp | 69.5%+14.2pp |
| Annual return | 22.38% | 27.59%-5.2pp | 30.76%-8.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,254 | $1,687-25.7% | $2,500-49.9% | $2,440-48.6% |
| Participant deferral / active EE | $2,402 | $2,634-8.8% | $3,603-33.3% | $3,607-33.4% |
| Admin fee / account holder | $9,249 | $3,978+132.5% | $5,418+70.7% | $5,124+80.5% |