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 | $30,962 | $49,177-37.0% | $79,464-61.0% | $64,186-51.8% |
| Participation rate | 88.6% | 65.0%+23.6pp | 73.3%+15.3pp | 69.6%+19.1pp |
| Annual return | 0.81% | -1.16%+2.0pp | 718.14%-717.3pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,350 | $2,076-35.0% | $2,800-51.8% | $2,381-43.3% |
| Participant deferral / active EE | $2,520 | $2,821-10.7% | $3,704-32.0% | $3,470-27.4% |
| Admin fee / account holder | $11,791 | $3,839+207.2% | $5,113+130.6% | $4,888+141.2% |