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 | $74,349 | $89,753-17.2% | $107,525-30.9% | $84,808-12.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.95% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,916 | $3,113-38.5% | $3,754-49.0% | $2,631-27.2% |
| Participant deferral / active EE | $5,284 | $4,056+30.3% | $5,116+3.3% | $4,212+25.5% |
| Admin fee / account holder | $3,722 | $7,222-48.5% | $8,919-58.3% | $7,344-49.3% |