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 | $20,059 | $46,869-57.2% | $122,332-83.6% | $70,131-71.4% |
| Participation rate | 86.2% | 58.2%+28.0pp | 71.6%+14.6pp | 69.5%+16.7pp |
| Annual return | 19.96% | 24.22%-4.3pp | 30.27%-10.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,317 | $1,288+2.3% | $4,050-67.5% | $2,342-43.8% |
| Participant deferral / active EE | $4,755 | $2,166+119.5% | $3,287+44.7% | $3,332+42.7% |
| Admin fee / account holder | $1,983 | $3,322-40.3% | $5,478-63.8% | $4,645-57.3% |