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 | $43,566 | $77,899-44.1% | $149,673-70.9% | $75,163-42.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.58% | 31.72%-10.1pp | 134.42%-112.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,273 | $3,137-27.6% | $4,818-52.8% | $2,670-14.9% |
| Participant deferral / active EE | $4,360 | $3,411+27.8% | $5,680-23.2% | $4,125+5.7% |
| Admin fee / account holder | $8,722 | $5,956+46.4% | $13,210-34.0% | $5,651+54.3% |