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 | $22,761 | $46,553-51.1% | $64,056-64.5% | $75,163-69.7% |
| Participation rate | 94.6% | 65.9%+28.7pp | 72.3%+22.3pp | 67.2%+27.4pp |
| Annual return | 11.64% | 26.03%-14.4pp | 33.69%-22.0pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,136 | $1,974-42.5% | $2,747-58.7% | $2,670-57.5% |
| Participant deferral / active EE | $6,549 | $2,837+130.9% | $3,880+68.8% | $4,125+58.8% |
| Admin fee / account holder | $844 | $2,952-71.4% | $3,068-72.5% | $5,651-85.1% |