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 | $29,717 | $50,958-41.7% | $74,550-60.1% | $64,186-53.7% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.1%+26.9pp | 69.6%+26.4pp |
| Annual return | 7.98% | -1.86%+9.8pp | 32.53%-24.5pp | 7.63%+0.4pp |
| Employer contribution / active EE | $1,344 | $1,115+20.5% | $1,961-31.5% | $2,381-43.5% |
| Participant deferral / active EE | $2,102 | $2,301-8.7% | $3,108-32.4% | $3,470-39.4% |
| Admin fee / account holder | $11,113 | $4,223+163.2% | $5,060+119.6% | $4,888+127.3% |