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 | $23,926 | $98,240-75.6% | $82,313-70.9% | $147,584-83.8% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 12.73% | 30.85%-18.1pp | 25.88%-13.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,531 | $3,192-52.0% | $2,428-37.0% | $4,876-68.6% |
| Participant deferral / active EE | $2,694 | $4,383-38.5% | $3,706-27.3% | $5,439-50.5% |
| Admin fee / account holder | $13,813 | $8,563+61.3% | $5,608+146.3% | $10,885+26.9% |