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 | $52,745 | $70,428-25.1% | $96,562-45.4% | $85,850-38.6% |
| Participation rate | 92.2% | 61.8%+30.4pp | 69.8%+22.3pp | 69.3%+22.8pp |
| Annual return | 14.00% | 18.59%-4.6pp | 37.78%-23.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,860 | $1,413+31.7% | $2,356-21.1% | $2,565-27.5% |
| Participant deferral / active EE | $4,634 | $2,894+60.1% | $3,849+20.4% | $3,952+17.3% |
| Admin fee / account holder | $1,399 | $4,997-72.0% | $6,181-77.4% | $6,260-77.6% |