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 | $32,349 | $56,277-42.5% | $80,975-60.1% | $62,891-48.6% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 7.84% | 22.12%-14.3pp | 17.10%-9.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,594 | $1,943-17.9% | $3,714-57.1% | $2,281-30.1% |
| Participant deferral / active EE | $2,465 | $4,195-41.2% | $5,696-56.7% | $3,203-23.0% |
| Admin fee / account holder | $4,846 | $3,741+29.6% | $5,516-12.1% | $4,296+12.8% |