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 | $16,138 | $48,795-66.9% | $65,493-75.4% | $84,808-81.0% |
| Participation rate | 82.5% | 67.0%+15.5pp | 73.1%+9.4pp | 68.3%+14.1pp |
| Annual return | 23.31% | 20.20%+3.1pp | 982.45%-959.1pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,757 | $1,930-8.9% | $2,574-31.7% | $2,631-33.2% |
| Participant deferral / active EE | $2,285 | $2,928-22.0% | $3,961-42.3% | $4,212-45.7% |
| Admin fee / account holder | $1,347 | $3,877-65.3% | $5,028-73.2% | $7,344-81.7% |