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 | $39,057 | $57,065-31.6% | $75,670-48.4% | $70,131-44.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 15.67% | 23.57%-7.9pp | 27.34%-11.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $560 | $1,817-69.2% | $2,352-76.2% | $2,342-76.1% |
| Participant deferral / active EE | $1,114 | $2,580-56.8% | $3,142-64.5% | $3,332-66.6% |
| Admin fee / account holder | $1,120 | $3,825-70.7% | $5,800-80.7% | $4,645-75.9% |