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 | $32,573 | $57,354-43.2% | $83,848-61.2% | $64,186-49.3% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | 6.54% | 11.38%-4.8pp | 850.88%-844.3pp | 7.63%-1.1pp |
| Employer contribution / active EE | $1,783 | $2,545-29.9% | $3,631-50.9% | $2,381-25.1% |
| Participant deferral / active EE | $2,882 | $2,993-3.7% | $4,082-29.4% | $3,470-16.9% |
| Admin fee / account holder | $907 | $4,046-77.6% | $5,478-83.4% | $4,888-81.4% |