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 | $35,727 | $47,944-25.5% | $67,834-47.3% | $62,891-43.2% |
| Participation rate | 82.1% | 61.1%+21.1pp | 68.8%+13.3pp | 69.3%+12.8pp |
| Annual return | 10.24% | 11.77%-1.5pp | 138.47%-128.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,324 | $2,247+92.4% | $3,160+36.8% | $3,203+35.0% |
| Admin fee / account holder | $12,132 | $3,712+226.9% | $4,622+162.5% | $4,296+182.4% |