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 | $44,074 | $60,349-27.0% | $74,183-40.6% | $62,891-29.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.81% | 21.37%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,932 | $1,680+15.0% | $2,370-18.5% | $2,281-15.3% |
| Participant deferral / active EE | $2,246 | $2,856-21.4% | $3,550-36.7% | $3,203-29.9% |
| Admin fee / account holder | $1,882 | $4,261-55.8% | $5,586-66.3% | $4,296-56.2% |