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 | $47,097 | $55,706-15.5% | $75,886-37.9% | $72,985-35.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 19.17% | 27.59%-8.4pp | 30.76%-11.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,214 | $1,687-28.0% | $2,500-51.5% | $2,440-50.3% |
| Participant deferral / active EE | $3,248 | $2,634+23.3% | $3,603-9.9% | $3,607-10.0% |
| Admin fee / account holder | $4,460 | $3,978+12.1% | $5,418-17.7% | $5,124-13.0% |