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 | $43,752 | $51,638-15.3% | $68,368-36.0% | $82,448-46.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.38% | 37.53%-23.2pp | 292.57%-278.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,545 | $2,047+24.4% | $2,649-3.9% | $2,551-0.2% |
| Participant deferral / active EE | $1,130 | $2,914-61.2% | $4,123-72.6% | $4,139-72.7% |
| Admin fee / account holder | $3,002 | $4,643-35.3% | $5,150-41.7% | $7,234-58.5% |