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 | $42,033 | $67,411-37.6% | $91,001-53.8% | $70,131-40.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.56% | -40.16%+54.7pp | 4.60%+10.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $758 | $1,786-57.6% | $2,456-69.1% | $2,342-67.7% |
| Participant deferral / active EE | $1,523 | $2,823-46.0% | $3,547-57.1% | $3,332-54.3% |
| Admin fee / account holder | $346 | $4,236-91.8% | $5,417-93.6% | $4,645-92.6% |