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 | $26,758 | $81,248-67.1% | $155,509-82.8% | $80,856-66.9% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.6%+10.1pp |
| Annual return | 14.84% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,852 | $3,100-40.3% | $4,672-60.4% | $2,755-32.8% |
| Participant deferral / active EE | $3,327 | $3,452-3.6% | $5,626-40.9% | $4,296-22.6% |
| Admin fee / account holder | $82,976 | $7,997+937.6% | $15,912+421.5% | $6,918+1099.4% |