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 | $29,398 | $82,664-64.4% | $125,339-76.5% | $68,494-57.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | 7.34% | -5.97%+13.3pp | 572.05%-564.7pp | -7.84%+15.2pp |
| Employer contribution / active EE | $1,815 | $3,381-46.3% | $4,814-62.3% | $2,596-30.1% |
| Participant deferral / active EE | $5,338 | $6,110-12.6% | $7,446-28.3% | $4,027+32.5% |
| Admin fee / account holder | $8,883 | $6,275+41.6% | $10,010-11.3% | $5,403+64.4% |