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 | $30,844 | $65,041-52.6% | $90,951-66.1% | $79,858-61.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.56% | 30.45%-16.9pp | 134.60%-121.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,937 | $1,247+55.3% | $2,122-8.7% | $2,471-21.6% |
| Participant deferral / active EE | $3,024 | $2,512+20.4% | $3,373-10.3% | $3,740-19.1% |
| Admin fee / account holder | $2,163 | $4,536-52.3% | $5,959-63.7% | $5,306-59.2% |