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 | $52,197 | $71,050-26.5% | $93,606-44.2% | $80,856-35.4% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.4pp | 67.6%+29.5pp |
| Annual return | 11.29% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $881 | $1,564-43.6% | $2,420-63.6% | $2,755-68.0% |
| Participant deferral / active EE | $2,230 | $4,034-44.7% | $4,411-49.4% | $4,296-48.1% |
| Admin fee / account holder | $10,968 | $6,945+57.9% | $8,285+32.4% | $6,918+58.5% |