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 | $32,796 | $57,065-42.5% | $75,670-56.7% | $70,131-53.2% |
| Participation rate | 97.7% | 68.1%+29.6pp | 72.3%+25.4pp | 69.5%+28.2pp |
| Annual return | 18.63% | 23.57%-4.9pp | 27.34%-8.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,374 | $1,817-24.4% | $2,352-41.6% | $2,342-41.3% |
| Participant deferral / active EE | $2,520 | $2,580-2.3% | $3,142-19.8% | $3,332-24.4% |
| Admin fee / account holder | $15,758 | $3,825+312.0% | $5,800+171.7% | $4,645+239.2% |