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 | $29,609 | $124,281-76.2% | $109,143-72.9% | $167,490-82.3% |
| Participation rate | 70.6% | 79.4%-8.9pp | 75.9%-5.3pp | 82.1%-11.5pp |
| Annual return | 11.94% | 26.04%-14.1pp | 25.75%-13.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,677 | $4,207-60.1% | $3,722-55.0% | $4,837-65.3% |
| Participant deferral / active EE | $6,369 | $5,255+21.2% | $4,653+36.9% | $6,341+0.4% |
| Admin fee / account holder | $93,910 | $7,970+1078.3% | $6,752+1290.8% | $12,309+662.9% |