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 | $16,765 | $54,762-69.4% | $90,281-81.4% | $72,985-77.0% |
| Participation rate | 86.8% | 65.1%+21.7pp | 73.3%+13.6pp | 69.5%+17.4pp |
| Annual return | 22.12% | 30.63%-8.5pp | 78.10%-56.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $967 | $2,092-53.8% | $2,854-66.1% | $2,440-60.4% |
| Participant deferral / active EE | $1,979 | $2,887-31.4% | $3,885-49.1% | $3,607-45.1% |
| Admin fee / account holder | $11,870 | $3,972+198.8% | $5,351+121.8% | $5,124+131.6% |