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 | $43,235 | $67,606-36.0% | $82,313-47.5% | $70,131-38.4% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 12.84% | 21.57%-8.7pp | 25.88%-13.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $625 | $1,755-64.4% | $2,428-74.3% | $2,342-73.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $29,468 | $4,512+553.1% | $5,608+425.5% | $4,645+534.4% |