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 | $26,614 | $57,016-53.3% | $84,966-68.7% | $80,856-67.1% |
| Participation rate | 90.0% | 56.3%+33.7pp | 67.5%+22.5pp | 67.6%+22.4pp |
| Annual return | 11.23% | 21.66%-10.4pp | 66.38%-55.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,250 | $1,798-30.5% | $2,727-54.2% | $2,755-54.6% |
| Participant deferral / active EE | $1,663 | $3,110-46.5% | $4,519-63.2% | $4,296-61.3% |
| Admin fee / account holder | $10,495 | $4,980+110.7% | $6,149+70.7% | $6,918+51.7% |