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 | $42,064 | $72,177-41.7% | $115,037-63.4% | $59,632-29.5% |
| Participation rate | 83.7% | 72.6%+11.2pp | 81.4%+2.4pp | 68.7%+15.0pp |
| Annual return | 1.90% | 12.02%-10.1pp | 26.14%-24.2pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,237 | $2,841-56.5% | $4,608-73.2% | $2,203-43.8% |
| Participant deferral / active EE | $6,089 | $4,783+27.3% | $6,026+1.0% | $3,192+90.8% |
| Admin fee / account holder | $10,881 | $4,927+120.8% | $8,175+33.1% | $4,297+153.2% |