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 | $28,419 | $55,706-49.0% | $75,886-62.6% | $72,985-61.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.27% | 27.59%-6.3pp | 30.76%-9.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $962 | $1,687-42.9% | $2,500-61.5% | $2,440-60.6% |
| Participant deferral / active EE | $1,910 | $2,634-27.5% | $3,603-47.0% | $3,607-47.1% |
| Admin fee / account holder | $1,520 | $3,978-61.8% | $5,418-71.9% | $5,124-70.3% |