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 | $19,754 | $39,122-49.5% | $57,179-65.5% | $62,891-68.6% |
| Participation rate | 89.7% | 70.5%+19.2pp | 75.3%+14.4pp | 69.3%+20.4pp |
| Annual return | 5.42% | 9.23%-3.8pp | 14.59%-9.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $457 | $1,874-75.6% | $2,682-83.0% | $2,281-80.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,292 | $2,592-50.2% | $3,139-58.8% | $4,296-69.9% |