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 | $37,516 | $78,672-52.3% | $109,143-65.6% | $85,850-56.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.10% | 25.09%-11.0pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,323 | $2,735-51.6% | $3,722-64.5% | $2,565-48.4% |
| Participant deferral / active EE | $3,299 | $3,467-4.9% | $4,653-29.1% | $3,952-16.5% |
| Admin fee / account holder | $3,776 | $5,469-31.0% | $6,752-44.1% | $6,260-39.7% |