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 | $32,950 | $91,190-63.9% | $178,490-81.5% | $79,858-58.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.68% | 24.19%-8.5pp | 151.07%-135.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,925 | $3,256-40.9% | $5,011-61.6% | $2,471-22.1% |
| Participant deferral / active EE | $3,537 | $3,236+9.3% | $5,202-32.0% | $3,740-5.4% |
| Admin fee / account holder | $817 | $6,751-87.9% | $13,984-94.2% | $5,306-84.6% |