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 | $23,186 | $39,122-40.7% | $57,179-59.5% | $62,891-63.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.20% | 9.23%-2.0pp | 14.59%-7.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $781 | $1,874-58.3% | $2,682-70.9% | $2,281-65.8% |
| Participant deferral / active EE | $1,072 | $2,374-54.8% | $3,096-65.4% | $3,203-66.5% |
| Admin fee / account holder | $4,712 | $2,592+81.8% | $3,139+50.1% | $4,296+9.7% |