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 | $28,363 | $58,828-51.8% | $77,999-63.6% | $62,891-54.9% |
| Participation rate | 88.0% | 71.1%+16.9pp | 75.5%+12.5pp | 69.3%+18.7pp |
| Annual return | 7.70% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,499 | $1,672-10.3% | $2,470-39.3% | $2,281-34.3% |
| Participant deferral / active EE | $2,885 | $2,686+7.4% | $3,497-17.5% | $3,203-9.9% |
| Admin fee / account holder | $1,332 | $4,393-69.7% | $5,480-75.7% | $4,296-69.0% |