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 | $25,074 | $54,762-54.2% | $90,281-72.2% | $72,985-65.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.19% | 30.63%-13.4pp | 78.10%-60.9pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,400 | $2,092-33.1% | $2,854-51.0% | $2,440-42.6% |
| Participant deferral / active EE | $1,266 | $2,887-56.2% | $3,885-67.4% | $3,607-64.9% |
| Admin fee / account holder | $12,050 | $3,972+203.4% | $5,351+125.2% | $5,124+135.2% |