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 | $28,574 | $45,035-36.6% | $62,995-54.6% | $70,131-59.3% |
| Participation rate | 96.4% | 69.5%+26.9pp | 74.8%+21.6pp | 69.5%+26.9pp |
| Annual return | 15.35% | 18.76%-3.4pp | 87.57%-72.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $677 | $2,051-67.0% | $2,759-75.5% | $2,342-71.1% |
| Participant deferral / active EE | $1,992 | $2,465-19.2% | $3,329-40.2% | $3,332-40.2% |
| Admin fee / account holder | $8,844 | $2,834+212.0% | $3,600+145.7% | $4,645+90.4% |