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 | $24,151 | $74,888-67.8% | $71,209-66.1% | $142,382-83.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 16.46% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,575 | $2,854-44.8% | $2,721-42.1% | $4,299-63.4% |
| Participant deferral / active EE | $3,047 | $4,454-31.6% | $4,175-27.0% | $6,507-53.2% |
| Admin fee / account holder | $6,748 | $5,568+21.2% | $5,349+26.2% | $12,624-46.5% |