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 | $44,430 | $72,012-38.3% | $185,823-76.1% | $79,858-44.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 14.88% | 23.12%-8.2pp | 35.95%-21.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,919 | $1,965-2.3% | $4,087-53.0% | $2,471-22.3% |
| Participant deferral / active EE | $2,570 | $3,779-32.0% | $5,632-54.4% | $3,740-31.3% |
| Admin fee / account holder | $2,440 | $4,513-45.9% | $9,500-74.3% | $5,306-54.0% |