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 | $31,398 | $57,065-45.0% | $75,670-58.5% | $70,131-55.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 13.30% | 23.57%-10.3pp | 27.34%-14.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,169 | $1,817-35.7% | $2,352-50.3% | $2,342-50.1% |
| Participant deferral / active EE | $1,466 | $2,580-43.2% | $3,142-53.3% | $3,332-56.0% |
| Admin fee / account holder | $2,204 | $3,825-42.4% | $5,800-62.0% | $4,645-52.6% |