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 | $57,333 | $81,474-29.6% | $133,956-57.2% | $73,488-22.0% |
| Participation rate | 87.6% | 76.4%+11.3pp | 79.8%+7.8pp | 70.7%+16.9pp |
| Annual return | 12.48% | 19.40%-6.9pp | 45.09%-32.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,328 | $2,209-39.9% | $3,919-66.1% | $2,270-41.5% |
| Participant deferral / active EE | $2,377 | $3,786-37.2% | $5,048-52.9% | $3,740-36.4% |
| Admin fee / account holder | $9,984 | $713+1300.0% | $8,927+11.8% | $513+1845.9% |