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 | $27,773 | $56,053-50.5% | $75,972-63.4% | $80,856-65.7% |
| Participation rate | 71.0% | 62.0%+8.9pp | 69.1%+1.9pp | 67.6%+3.3pp |
| Annual return | 18.90% | 20.53%-1.6pp | 359.55%-340.6pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,311 | $1,874-30.0% | $2,685-51.2% | $2,755-52.4% |
| Participant deferral / active EE | $1,911 | $3,052-37.4% | $4,255-55.1% | $4,296-55.5% |
| Admin fee / account holder | $998 | $5,234-80.9% | $6,467-84.6% | $6,918-85.6% |