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 | $43,434 | $76,552-43.3% | $123,892-64.9% | $62,891-30.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.55% | 18.68%-7.1pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $7,033 | $2,883+144.0% | $4,617+52.3% | $2,281+208.4% |
| Participant deferral / active EE | $10,422 | $4,840+115.3% | $5,984+74.2% | $3,203+225.4% |
| Admin fee / account holder | $2,454 | $4,826-49.1% | $8,357-70.6% | $4,296-42.9% |