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 | $40,156 | $65,041-38.3% | $90,951-55.8% | $79,858-49.7% |
| Participation rate | 78.6% | 61.6%+17.0pp | 69.0%+9.6pp | 69.6%+8.9pp |
| Annual return | 15.13% | 30.45%-15.3pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,520 | $1,247+21.8% | $2,122-28.4% | $2,471-38.5% |
| Participant deferral / active EE | $2,476 | $2,512-1.4% | $3,373-26.6% | $3,740-33.8% |
| Admin fee / account holder | $3,335 | $4,536-26.5% | $5,959-44.0% | $5,306-37.2% |