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 | $33,451 | $73,787-54.7% | $98,716-66.1% | $82,448-59.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.05% | 18.57%-4.5pp | 31.81%-17.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,439 | $1,511-4.8% | $2,279-36.8% | $2,551-43.6% |
| Participant deferral / active EE | $3,029 | $3,081-1.7% | $4,048-25.2% | $4,139-26.8% |
| Admin fee / account holder | $10,077 | $6,500+55.0% | $8,703+15.8% | $7,234+39.3% |