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 | $56,781 | $90,503-37.3% | $78,689-27.8% | $273,961-79.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.93% | 75.60%-72.7pp | 62.18%-59.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,735 | $3,176-45.4% | $2,851-39.1% | $4,869-64.4% |
| Participant deferral / active EE | $3,098 | $3,901-20.6% | $3,517-11.9% | $5,287-41.4% |
| Admin fee / account holder | $15,634 | $5,263+197.0% | $4,510+246.6% | $10,132+54.3% |