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 | $26,656 | $58,208-54.2% | $81,812-67.4% | $80,856-67.0% |
| Participation rate | 70.0% | 63.4%+6.6pp | 72.3%-2.3pp | 67.6%+2.4pp |
| Annual return | 12.06% | 41.66%-29.6pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,001 | $2,340-57.2% | $2,912-65.6% | $2,755-63.7% |
| Participant deferral / active EE | $2,303 | $3,281-29.8% | $4,319-46.7% | $4,296-46.4% |
| Admin fee / account holder | $21,625 | $4,981+334.1% | $7,386+192.8% | $6,918+212.6% |