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 | $47,006 | $67,411-30.3% | $91,001-48.3% | $70,131-33.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 20.64% | -40.16%+60.8pp | 4.60%+16.0pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,586 | $1,786-11.2% | $2,456-35.4% | $2,342-32.3% |
| Participant deferral / active EE | $3,043 | $2,823+7.8% | $3,547-14.2% | $3,332-8.7% |
| Admin fee / account holder | $431 | $4,236-89.8% | $5,417-92.0% | $4,645-90.7% |