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 | $42,463 | $54,705-22.4% | $71,209-40.4% | $84,808-49.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.46% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,813 | $2,158+30.3% | $2,721+3.4% | $2,631+6.9% |
| Participant deferral / active EE | $2,004 | $3,030-33.9% | $4,175-52.0% | $4,212-52.4% |
| Admin fee / account holder | $1,820 | $4,863-62.6% | $5,349-66.0% | $7,344-75.2% |