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 | $22,844 | $48,795-53.2% | $65,493-65.1% | $84,808-73.1% |
| Participation rate | 88.5% | 67.0%+21.5pp | 73.1%+15.4pp | 68.3%+20.2pp |
| Annual return | 14.30% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,058 | $1,930+6.6% | $2,574-20.1% | $2,631-21.8% |
| Participant deferral / active EE | $1,337 | $2,928-54.3% | $3,961-66.2% | $4,212-68.2% |
| Admin fee / account holder | $1,491 | $3,877-61.5% | $5,028-70.3% | $7,344-79.7% |