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 | $41,912 | $54,762-23.5% | $90,281-53.6% | $72,985-42.6% |
| Participation rate | 82.5% | 65.1%+17.4pp | 73.3%+9.2pp | 69.5%+13.0pp |
| Annual return | 16.72% | 30.63%-13.9pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,005 | $2,092-52.0% | $2,854-64.8% | $2,440-58.8% |
| Participant deferral / active EE | $2,302 | $2,887-20.3% | $3,885-40.8% | $3,607-36.2% |
| Admin fee / account holder | $11,313 | $3,972+184.8% | $5,351+111.4% | $5,124+120.8% |