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 | $20,192 | $81,248-75.1% | $155,509-87.0% | $80,856-75.0% |
| Participation rate | 90.7% | 66.2%+24.5pp | 78.2%+12.5pp | 67.6%+23.1pp |
| Annual return | 31.87% | 33.31%-1.4pp | 64.67%-32.8pp | 35.59%-3.7pp |
| Employer contribution / active EE | $2,671 | $3,100-13.8% | $4,672-42.8% | $2,755-3.0% |
| Participant deferral / active EE | $2,865 | $3,452-17.0% | $5,626-49.1% | $4,296-33.3% |
| Admin fee / account holder | $19,094 | $7,997+138.8% | $15,912+20.0% | $6,918+176.0% |