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 | $36,438 | $80,968-55.0% | $96,544-62.3% | $75,163-51.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.55% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,167 | $2,282-48.9% | $2,965-60.7% | $2,670-56.3% |
| Participant deferral / active EE | $2,187 | $3,928-44.3% | $4,851-54.9% | $4,125-47.0% |
| Admin fee / account holder | $1,567 | $6,724-76.7% | $8,252-81.0% | $5,651-72.3% |