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 | $52,546 | $67,411-22.1% | $91,001-42.3% | $70,131-25.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.47% | -40.16%+55.6pp | 4.60%+10.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,647 | $1,786-7.8% | $2,456-32.9% | $2,342-29.7% |
| Participant deferral / active EE | $2,182 | $2,823-22.7% | $3,547-38.5% | $3,332-34.5% |
| Admin fee / account holder | $2,874 | $4,236-32.2% | $5,417-46.9% | $4,645-38.1% |