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 | $33,372 | $45,152-26.1% | $73,843-54.8% | $59,632-44.0% |
| Participation rate | 91.7% | 64.0%+27.6pp | 73.4%+18.2pp | 68.7%+23.0pp |
| Annual return | 2.92% | 27.40%-24.5pp | 2267.84%-2264.9pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $1,791 | $1,902-5.8% | $2,787-35.8% | $2,203-18.7% |
| Participant deferral / active EE | $802 | $2,574-68.8% | $3,583-77.6% | $3,192-74.9% |
| Admin fee / account holder | $1,391 | $3,516-60.4% | $4,880-71.5% | $4,297-67.6% |