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 | $23,198 | $91,037-74.5% | $71,671-67.6% | $147,584-84.3% |
| Participation rate | 71.4% | 76.1%-4.7pp | 68.7%+2.7pp | 82.8%-11.4pp |
| Annual return | 17.35% | 20.48%-3.1pp | 20.65%-3.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,290 | $3,327-61.2% | $2,460-47.6% | $4,876-73.6% |
| Participant deferral / active EE | $3,200 | $4,498-28.9% | $3,438-6.9% | $5,439-41.2% |
| Admin fee / account holder | $13,528 | $8,613+57.1% | $5,558+143.4% | $10,885+24.3% |