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 | $31,864 | $45,073-29.3% | $69,455-54.1% | $72,985-56.3% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 14.68% | 22.65%-8.0pp | 28.97%-14.3pp | 81.00%-66.3pp |
| Employer contribution / active EE | $957 | $2,054-53.4% | $2,779-65.6% | $2,440-60.8% |
| Participant deferral / active EE | $7,822 | $2,602+200.6% | $3,535+121.2% | $3,607+116.8% |
| Admin fee / account holder | $1,502 | $3,056-50.8% | $3,839-60.9% | $5,124-70.7% |