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 | $28,208 | $48,795-42.2% | $65,493-56.9% | $84,808-66.7% |
| Participation rate | 90.0% | 67.0%+23.0pp | 73.1%+16.9pp | 68.3%+21.7pp |
| Annual return | 19.26% | 20.20%-0.9pp | 982.45%-963.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,030 | $1,930-46.6% | $2,574-60.0% | $2,631-60.8% |
| Participant deferral / active EE | $3,416 | $2,928+16.7% | $3,961-13.7% | $4,212-18.9% |
| Admin fee / account holder | $2,438 | $3,877-37.1% | $5,028-51.5% | $7,344-66.8% |