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 | $71,852 | $87,013-17.4% | $106,213-32.4% | $80,856-11.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.54% | 17.05%-3.5pp | 116.14%-102.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,771 | $2,395-26.1% | $3,171-44.2% | $2,755-35.7% |
| Participant deferral / active EE | $2,192 | $3,986-45.0% | $5,016-56.3% | $4,296-49.0% |
| Admin fee / account holder | $1,057 | $8,431-87.5% | $11,033-90.4% | $6,918-84.7% |