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 | $26,534 | $51,576-48.6% | $129,207-79.5% | $80,856-67.2% |
| Participation rate | 75.5% | 57.0%+18.6pp | 69.6%+5.9pp | 67.6%+7.9pp |
| Annual return | 14.44% | 20.81%-6.4pp | 9417.33%-9402.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,481 | $1,584-6.5% | $4,153-64.3% | $2,755-46.2% |
| Participant deferral / active EE | $2,112 | $2,669-20.9% | $4,168-49.3% | $4,296-50.8% |
| Admin fee / account holder | $2,592 | $4,305-39.8% | $7,715-66.4% | $6,918-62.5% |