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 | $40,889 | $54,541-25.0% | $78,778-48.1% | $70,131-41.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.28% | 21.07%-8.8pp | 35.62%-23.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,893 | $1,089+73.9% | $1,986-4.6% | $2,342-19.2% |
| Participant deferral / active EE | $1,816 | $2,210-17.9% | $2,958-38.6% | $3,332-45.5% |
| Admin fee / account holder | $686 | $3,709-81.5% | $5,134-86.6% | $4,645-85.2% |