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 6-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 | $27,894 | $59,839-53.4% | $81,983-66.0% | $79,858-65.1% |
| Participation rate | 90.3% | 61.6%+28.7pp | 69.2%+21.1pp | 69.6%+20.7pp |
| Annual return | 11.96% | 17.56%-5.6pp | 41.31%-29.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,054 | $1,713-38.5% | $2,498-57.8% | $2,471-57.3% |
| Participant deferral / active EE | $3,358 | $2,695+24.6% | $3,722-9.8% | $3,740-10.2% |
| Admin fee / account holder | $40,763 | $4,287+850.8% | $5,664+619.7% | $5,306+668.2% |