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 | $24,598 | $51,638-52.4% | $68,368-64.0% | $82,448-70.2% |
| Participation rate | 92.5% | 63.6%+28.9pp | 73.8%+18.7pp | 68.1%+24.4pp |
| Annual return | 15.46% | 37.53%-22.1pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,105 | $2,047+2.9% | $2,649-20.5% | $2,551-17.5% |
| Participant deferral / active EE | $2,421 | $2,914-16.9% | $4,123-41.3% | $4,139-41.5% |
| Admin fee / account holder | $1,774 | $4,643-61.8% | $5,150-65.5% | $7,234-75.5% |