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 | $16,097 | $49,177-67.3% | $79,464-79.7% | $64,186-74.9% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | 6.93% | -1.16%+8.1pp | 718.14%-711.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,578 | $2,076-24.0% | $2,800-43.6% | $2,381-33.7% |
| Participant deferral / active EE | $3,656 | $2,821+29.6% | $3,704-1.3% | $3,470+5.4% |
| Admin fee / account holder | $8,834 | $3,839+130.1% | $5,113+72.8% | $4,888+80.7% |