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 | $49,306 | $68,719-28.2% | $91,541-46.1% | $84,808-41.9% |
| Participation rate | 89.8% | 64.5%+25.3pp | 69.8%+20.1pp | 68.3%+21.5pp |
| Annual return | 15.13% | 19.12%-4.0pp | 20.50%-5.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,457 | $1,920-24.1% | $2,505-41.8% | $2,631-44.6% |
| Participant deferral / active EE | $1,400 | $3,136-55.3% | $4,008-65.1% | $4,212-66.7% |
| Admin fee / account holder | $11,983 | $5,786+107.1% | $6,956+72.3% | $7,344+63.2% |