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 | $57,941 | $65,365-11.4% | $92,893-37.6% | $72,985-20.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.18% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $602 | $2,594-76.8% | $3,653-83.5% | $2,440-75.3% |
| Participant deferral / active EE | $2,890 | $3,128-7.6% | $4,236-31.8% | $3,607-19.9% |
| Admin fee / account holder | $2,850 | $4,251-33.0% | $5,794-50.8% | $5,124-44.4% |