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 | $56,348 | $66,402-15.1% | $109,895-48.7% | $85,850-34.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 14.80% | 19.59%-4.8pp | 29.45%-14.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,496 | $1,687-11.3% | $2,842-47.4% | $2,565-41.7% |
| Participant deferral / active EE | $2,362 | $2,842-16.9% | $4,048-41.7% | $3,952-40.2% |
| Admin fee / account holder | $2,452 | $4,557-46.2% | $6,066-59.6% | $6,260-60.8% |