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 | $46,581 | $89,753-48.1% | $107,525-56.7% | $84,808-45.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.33% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,244 | $3,113-60.1% | $3,754-66.9% | $2,631-52.7% |
| Participant deferral / active EE | $5,075 | $4,056+25.1% | $5,116-0.8% | $4,212+20.5% |
| Admin fee / account holder | $19,983 | $7,222+176.7% | $8,919+124.1% | $7,344+172.1% |