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 | $39,455 | $51,769-23.8% | $57,343-31.2% | $52,331-24.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.10% | 2.43%-1.3pp | 24.39%-23.3pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,281 | $2,335-45.2% | $2,689-52.4% | $1,882-31.9% |
| Participant deferral / active EE | $1,557 | $2,794-44.3% | $3,162-50.8% | $3,022-48.5% |
| Admin fee / account holder | $3,370 | $295+1043.3% | $3,356+0.4% | $592+469.7% |