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 | $21,560 | $43,075-49.9% | $74,583-71.1% | $62,891-65.7% |
| Participation rate | 88.4% | 58.1%+30.3pp | 68.1%+20.3pp | 69.3%+19.1pp |
| Annual return | 6.31% | 17.50%-11.2pp | 20.47%-14.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,447 | $1,498-3.4% | $2,525-42.7% | $2,281-36.5% |
| Participant deferral / active EE | $2,017 | $2,389-15.6% | $3,458-41.7% | $3,203-37.0% |
| Admin fee / account holder | $910 | $2,840-68.0% | $4,138-78.0% | $4,296-78.8% |