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 | $27,836 | $65,041-57.2% | $90,951-69.4% | $79,858-65.1% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 24.55% | 30.45%-5.9pp | 134.60%-110.0pp | 31.71%-7.2pp |
| Employer contribution / active EE | $1,298 | $1,247+4.1% | $2,122-38.8% | $2,471-47.5% |
| Participant deferral / active EE | $1,523 | $2,512-39.4% | $3,373-54.8% | $3,740-59.3% |
| Admin fee / account holder | $404 | $4,536-91.1% | $5,959-93.2% | $5,306-92.4% |