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 | $55,471 | $91,190-39.2% | $178,490-68.9% | $79,858-30.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.52% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,476 | $3,256-54.7% | $5,011-70.5% | $2,471-40.3% |
| Participant deferral / active EE | $1,748 | $3,236-46.0% | $5,202-66.4% | $3,740-53.3% |
| Admin fee / account holder | $2,333 | $6,751-65.4% | $13,984-83.3% | $5,306-56.0% |