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 8-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 | $28,072 | $71,050-60.5% | $93,606-70.0% | $80,856-65.3% |
| Participation rate | 71.0% | 60.4%+10.6pp | 68.7%+2.2pp | 67.6%+3.3pp |
| Annual return | 10.75% | 11.26%-0.5pp | 133.20%-122.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $438 | $1,564-72.0% | $2,420-81.9% | $2,755-84.1% |
| Participant deferral / active EE | $3,148 | $4,034-22.0% | $4,411-28.6% | $4,296-26.7% |
| Admin fee / account holder | $796 | $6,945-88.5% | $8,285-90.4% | $6,918-88.5% |