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 | $41,906 | $56,629-26.0% | $77,999-46.3% | $55,167-24.0% |
| Participation rate | 89.7% | 73.3%+16.4pp | 75.5%+14.2pp | 69.0%+20.7pp |
| Annual return | 6.91% | 2866.98%-2860.1pp | 425.96%-419.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,019 | $1,723-40.9% | $2,470-58.8% | $1,963-48.1% |
| Participant deferral / active EE | $2,178 | $2,777-21.6% | $3,497-37.7% | $3,054-28.7% |
| Admin fee / account holder | $4,284 | $467+818.3% | $5,480-21.8% | $504+750.2% |