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 | $51,482 | $58,208-11.6% | $81,812-37.1% | $80,856-36.3% |
| Participation rate | 86.6% | 63.4%+23.2pp | 72.3%+14.2pp | 67.6%+18.9pp |
| Annual return | 11.31% | 41.66%-30.3pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,888 | $2,340-19.3% | $2,912-35.2% | $2,755-31.5% |
| Participant deferral / active EE | $2,313 | $3,281-29.5% | $4,319-46.4% | $4,296-46.2% |
| Admin fee / account holder | $12,086 | $4,981+142.6% | $7,386+63.6% | $6,918+74.7% |