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 | $74,927-55.4% | $101,794-67.1% | $84,808-60.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.05% | 18.70%-4.6pp | 30.53%-16.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,439 | $1,522-5.4% | $2,289-37.1% | $2,631-45.3% |
| Participant deferral / active EE | $3,029 | $3,099-2.3% | $4,084-25.8% | $4,212-28.1% |
| Admin fee / account holder | $10,077 | $6,514+54.7% | $8,777+14.8% | $7,344+37.2% |