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 | $36,582 | $72,277-49.4% | $101,248-63.9% | $79,858-54.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.05% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,217 | $2,692-17.6% | $3,660-39.4% | $2,471-10.3% |
| Participant deferral / active EE | $2,800 | $3,282-14.7% | $4,370-35.9% | $3,740-25.1% |
| Admin fee / account holder | $3,026 | $4,400-31.2% | $5,945-49.1% | $5,306-43.0% |