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 | $50,028 | $65,041-23.1% | $90,951-45.0% | $79,858-37.4% |
| Participation rate | 86.2% | 61.6%+24.6pp | 69.0%+17.2pp | 69.6%+16.5pp |
| Annual return | 19.49% | 30.45%-11.0pp | 134.60%-115.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $614 | $1,247-50.7% | $2,122-71.1% | $2,471-75.1% |
| Participant deferral / active EE | $1,911 | $2,512-23.9% | $3,373-43.3% | $3,740-48.9% |
| Admin fee / account holder | $10,121 | $4,536+123.1% | $5,959+69.9% | $5,306+90.7% |