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 | $31,341 | $46,869-33.1% | $122,332-74.4% | $70,131-55.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.00% | 24.22%-8.2pp | 30.27%-14.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,203 | $1,288+71.1% | $4,050-45.6% | $2,342-6.0% |
| Participant deferral / active EE | $2,459 | $2,166+13.5% | $3,287-25.2% | $3,332-26.2% |
| Admin fee / account holder | $1,764 | $3,322-46.9% | $5,478-67.8% | $4,645-62.0% |