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 | $40,827 | $63,346-35.5% | $92,233-55.7% | $70,131-41.8% |
| Participation rate | 80.6% | 68.7%+11.9pp | 76.5%+4.1pp | 69.5%+11.1pp |
| Annual return | 16.35% | 530.12%-513.8pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $920 | $2,471-62.8% | $3,679-75.0% | $2,342-60.7% |
| Participant deferral / active EE | $2,567 | $2,854-10.0% | $3,897-34.1% | $3,332-23.0% |
| Admin fee / account holder | $11,330 | $3,840+195.0% | $5,194+118.2% | $4,645+143.9% |