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 | $28,554 | $65,365-56.3% | $92,893-69.3% | $72,985-60.9% |
| Participation rate | 93.3% | 68.3%+25.0pp | 76.0%+17.3pp | 69.5%+23.8pp |
| Annual return | 17.92% | 42.10%-24.2pp | 109.41%-91.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,105 | $2,594-57.4% | $3,653-69.7% | $2,440-54.7% |
| Participant deferral / active EE | $1,818 | $3,128-41.9% | $4,236-57.1% | $3,607-49.6% |
| Admin fee / account holder | $13,525 | $4,251+218.1% | $5,794+133.4% | $5,124+163.9% |