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 | $25,078 | $48,795-48.6% | $65,493-61.7% | $84,808-70.4% |
| Participation rate | 75.0% | 67.0%+8.0pp | 73.1%+1.9pp | 68.3%+6.7pp |
| Annual return | 32.46% | 20.20%+12.3pp | 982.45%-950.0pp | 40.90%-8.4pp |
| Employer contribution / active EE | $1,947 | $1,930+0.9% | $2,574-24.4% | $2,631-26.0% |
| Participant deferral / active EE | $2,074 | $2,928-29.2% | $3,961-47.6% | $4,212-50.8% |
| Admin fee / account holder | $2,030 | $3,877-47.7% | $5,028-59.6% | $7,344-72.4% |