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 | $35,925 | $58,828-38.9% | $77,999-53.9% | $62,891-42.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.80% | 17.16%-12.4pp | 425.96%-421.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,208 | $1,672-27.7% | $2,470-51.1% | $2,281-47.0% |
| Participant deferral / active EE | $1,398 | $2,686-47.9% | $3,497-60.0% | $3,203-56.3% |
| Admin fee / account holder | $2,371 | $4,393-46.0% | $5,480-56.7% | $4,296-44.8% |