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 | $45,671 | $81,248-43.8% | $155,509-70.6% | $80,856-43.5% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.5pp | 67.6%+13.0pp |
| Annual return | 11.61% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,778 | $3,100-42.7% | $4,672-62.0% | $2,755-35.5% |
| Participant deferral / active EE | $2,028 | $3,452-41.3% | $5,626-64.0% | $4,296-52.8% |
| Admin fee / account holder | $13,742 | $7,997+71.8% | $15,912-13.6% | $6,918+98.6% |