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 | $31,148 | $65,365-52.3% | $92,893-66.5% | $72,985-57.3% |
| Participation rate | 81.1% | 68.3%+12.8pp | 76.0%+5.1pp | 69.5%+11.6pp |
| Annual return | 22.73% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,626 | $2,594-37.3% | $3,653-55.5% | $2,440-33.3% |
| Participant deferral / active EE | $3,499 | $3,128+11.8% | $4,236-17.4% | $3,607-3.0% |
| Admin fee / account holder | $1,040 | $4,251-75.5% | $5,794-82.0% | $5,124-79.7% |