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 | $70,030 | $77,899-10.1% | $149,673-53.2% | $75,163-6.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.48% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,149 | $3,137-31.5% | $4,818-55.4% | $2,670-19.5% |
| Participant deferral / active EE | $4,085 | $3,411+19.8% | $5,680-28.1% | $4,125-1.0% |
| Admin fee / account holder | $3,708 | $5,956-37.7% | $13,210-71.9% | $5,651-34.4% |