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 | $36,817 | $76,552-51.9% | $123,892-70.3% | $62,891-41.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.31% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,259 | $2,883+13.1% | $4,617-29.4% | $2,281+42.9% |
| Participant deferral / active EE | $5,191 | $4,840+7.2% | $5,984-13.3% | $3,203+62.1% |
| Admin fee / account holder | $12,022 | $4,826+149.1% | $8,357+43.9% | $4,296+179.9% |