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 | $30,879 | $99,341-68.9% | $84,750-63.6% | $273,961-88.7% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.41% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,367 | $4,214-43.8% | $3,574-33.8% | $4,869-51.4% |
| Participant deferral / active EE | $5,297 | $4,269+24.1% | $3,712+42.7% | $5,287+0.2% |
| Admin fee / account holder | $16,323 | $6,644+145.7% | $5,332+206.1% | $10,132+61.1% |