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 | $46,206 | $83,477-44.6% | $125,175-63.1% | $72,985-36.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.10% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,552 | $2,345-33.8% | $3,865-59.8% | $2,440-36.4% |
| Participant deferral / active EE | $2,982 | $3,585-16.8% | $4,937-39.6% | $3,607-17.3% |
| Admin fee / account holder | $14,604 | $5,517+164.7% | $9,702+50.5% | $5,124+185.0% |