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 | $31,722 | $48,795-35.0% | $65,493-51.6% | $84,808-62.6% |
| Participation rate | 78.2% | 67.0%+11.2pp | 73.1%+5.1pp | 68.3%+9.8pp |
| Annual return | 17.50% | 20.20%-2.7pp | 982.45%-964.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,727 | $1,930-10.5% | $2,574-32.9% | $2,631-34.4% |
| Participant deferral / active EE | $2,210 | $2,928-24.6% | $3,961-44.2% | $4,212-47.5% |
| Admin fee / account holder | $2,989 | $3,877-22.9% | $5,028-40.6% | $7,344-59.3% |