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 | $37,600 | $95,803-60.8% | $113,168-66.8% | $84,808-55.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.77% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $834 | $2,360-64.7% | $2,975-72.0% | $2,631-68.3% |
| Participant deferral / active EE | $2,732 | $4,242-35.6% | $5,107-46.5% | $4,212-35.1% |
| Admin fee / account holder | $609 | $8,989-93.2% | $12,068-95.0% | $7,344-91.7% |