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 | $30,315 | $58,828-48.5% | $77,999-61.1% | $62,891-51.8% |
| Participation rate | 91.4% | 71.1%+20.3pp | 75.5%+15.9pp | 69.3%+22.1pp |
| Annual return | 10.01% | 17.16%-7.1pp | 425.96%-415.9pp | 20.14%-10.1pp |
| Employer contribution / active EE | $393 | $1,672-76.5% | $2,470-84.1% | $2,281-82.8% |
| Participant deferral / active EE | $2,664 | $2,686-0.8% | $3,497-23.8% | $3,203-16.8% |
| Admin fee / account holder | $2,392 | $4,393-45.6% | $5,480-56.4% | $4,296-44.3% |