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 | $43,381 | $65,395-33.7% | $182,532-76.2% | $72,985-40.6% |
| Participation rate | 95.7% | 65.4%+30.2pp | 78.0%+17.7pp | 69.5%+26.2pp |
| Annual return | 19.47% | 27.68%-8.2pp | 148.54%-129.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,966 | $1,911+2.9% | $4,076-51.8% | $2,440-19.4% |
| Participant deferral / active EE | $2,856 | $3,563-19.8% | $5,524-48.3% | $3,607-20.8% |
| Admin fee / account holder | $21,149 | $4,245+398.2% | $8,592+146.1% | $5,124+312.7% |