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 7-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 | $19,821 | $57,016-65.2% | $84,966-76.7% | $80,856-75.5% |
| Participation rate | 81.2% | 56.3%+24.8pp | 67.5%+13.7pp | 67.6%+13.5pp |
| Annual return | 12.84% | 21.66%-8.8pp | 66.38%-53.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,647 | $1,798+47.3% | $2,727-2.9% | $2,755-3.9% |
| Participant deferral / active EE | $3,080 | $3,110-0.9% | $4,519-31.8% | $4,296-28.3% |
| Admin fee / account holder | $2,134 | $4,980-57.1% | $6,149-65.3% | $6,918-69.2% |