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 | $47,028 | $56,277-16.4% | $80,975-41.9% | $62,891-25.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 9.66% | 22.12%-12.5pp | 17.10%-7.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,197 | $1,943-38.4% | $3,714-67.8% | $2,281-47.5% |
| Participant deferral / active EE | $11,076 | $4,195+164.0% | $5,696+94.4% | $3,203+245.8% |
| Admin fee / account holder | $756 | $3,741-79.8% | $5,516-86.3% | $4,296-82.4% |