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 | $29,768 | $48,076-38.1% | $78,689-62.2% | $62,891-52.7% |
| Participation rate | 86.8% | 65.2%+21.6pp | 73.6%+13.3pp | 69.3%+17.5pp |
| Annual return | 7.92% | 31.35%-23.4pp | 62.18%-54.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $615 | $2,015-69.5% | $2,851-78.4% | $2,281-73.0% |
| Participant deferral / active EE | $1,610 | $2,588-37.8% | $3,517-54.2% | $3,203-49.7% |
| Admin fee / account holder | $10,069 | $3,207+213.9% | $4,510+123.2% | $4,296+134.4% |