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 | $58,269 | $58,512-0.4% | $84,015-30.6% | $72,985-20.2% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 22.99% | 28.93%-5.9pp | 71.31%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,028 | $1,163-11.6% | $1,983-48.2% | $2,440-57.9% |
| Participant deferral / active EE | $4,325 | $2,394+80.7% | $3,239+33.5% | $3,607+19.9% |
| Admin fee / account holder | $16,135 | $4,569+253.2% | $6,101+164.5% | $5,124+214.9% |