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 | $51,752 | $54,705-5.4% | $71,209-27.3% | $84,808-39.0% |
| Participation rate | 76.1% | 64.1%+12.0pp | 73.8%+2.3pp | 68.3%+7.8pp |
| Annual return | 14.06% | 35.90%-21.8pp | 282.51%-268.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $639 | $2,158-70.4% | $2,721-76.5% | $2,631-75.7% |
| Participant deferral / active EE | $2,160 | $3,030-28.7% | $4,175-48.3% | $4,212-48.7% |
| Admin fee / account holder | $16,681 | $4,863+243.0% | $5,349+211.9% | $7,344+127.1% |