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 | $30,943 | $83,908-63.1% | $68,509-54.8% | $125,391-75.3% |
| Participation rate | 94.1% | 78.2%+15.9pp | 74.7%+19.4pp | 83.2%+10.9pp |
| Annual return | 1.43% | 14.48%-13.0pp | 8.27%-6.8pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,925 | $3,031-36.5% | $2,278-15.5% | $4,866-60.4% |
| Participant deferral / active EE | $2,071 | $4,125-49.8% | $3,382-38.8% | $5,352-61.3% |
| Admin fee / account holder | $12,983 | $8,982+44.5% | $5,275+146.1% | $9,540+36.1% |