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 | $51,518 | $83,477-38.3% | $125,175-58.8% | $72,985-29.4% |
| Participation rate | 72.9% | 73.3%-0.4pp | 79.8%-6.9pp | 69.5%+3.4pp |
| Annual return | 23.21% | 25.78%-2.6pp | 43.79%-20.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,113 | $2,345-52.6% | $3,865-71.2% | $2,440-54.4% |
| Participant deferral / active EE | $2,535 | $3,585-29.3% | $4,937-48.6% | $3,607-29.7% |
| Admin fee / account holder | $15,365 | $5,517+178.5% | $9,702+58.4% | $5,124+199.8% |