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 | $52,901 | $49,922+6.0% | $80,569-34.3% | $75,163-29.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.82% | 34.69%-14.9pp | 935.43%-915.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $722 | $1,698-57.5% | $2,723-73.5% | $2,670-73.0% |
| Participant deferral / active EE | $3,032 | $2,990+1.4% | $4,447-31.8% | $4,125-26.5% |
| Admin fee / account holder | $1,845 | $3,577-48.4% | $5,377-65.7% | $5,651-67.4% |