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 | $28,191 | $54,705-48.5% | $71,209-60.4% | $84,808-66.8% |
| Participation rate | 97.5% | 64.1%+33.4pp | 73.8%+23.7pp | 68.3%+29.2pp |
| Annual return | 13.85% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,987 | $2,158-7.9% | $2,721-27.0% | $2,631-24.5% |
| Participant deferral / active EE | $3,666 | $3,030+21.0% | $4,175-12.2% | $4,212-13.0% |
| Admin fee / account holder | $4,149 | $4,863-14.7% | $5,349-22.4% | $7,344-43.5% |