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 | $41,213 | $58,828-29.9% | $77,999-47.2% | $62,891-34.5% |
| Participation rate | 89.3% | 71.1%+18.2pp | 75.5%+13.8pp | 69.3%+20.0pp |
| Annual return | 5.26% | 17.16%-11.9pp | 425.96%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,173 | $1,672-29.8% | $2,470-52.5% | $2,281-48.6% |
| Participant deferral / active EE | $1,897 | $2,686-29.4% | $3,497-45.8% | $3,203-40.8% |
| Admin fee / account holder | $12,607 | $4,393+187.0% | $5,480+130.0% | $4,296+193.5% |