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 | $34,695 | $42,383-18.1% | $76,523-54.7% | $64,186-45.9% |
| Participation rate | 83.7% | 58.1%+25.6pp | 68.0%+15.7pp | 69.6%+14.2pp |
| Annual return | 9.23% | -16.54%+25.8pp | -0.27%+9.5pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,083 | $1,563-30.7% | $2,647-59.1% | $2,381-54.5% |
| Participant deferral / active EE | $3,223 | $2,566+25.6% | $3,835-16.0% | $3,470-7.1% |
| Admin fee / account holder | $11,553 | $3,198+261.3% | $4,848+138.3% | $4,888+136.4% |