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 | $27,652 | $47,944-42.3% | $67,834-59.2% | $62,891-56.0% |
| Participation rate | 85.7% | 61.1%+24.6pp | 68.8%+16.9pp | 69.3%+16.4pp |
| Annual return | 6.85% | 11.77%-4.9pp | 138.47%-131.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $928 | $1,562-40.6% | $2,403-61.4% | $2,281-59.3% |
| Participant deferral / active EE | $3,299 | $2,247+46.8% | $3,160+4.4% | $3,203+3.0% |
| Admin fee / account holder | $560 | $3,712-84.9% | $4,622-87.9% | $4,296-87.0% |