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 | $42,599 | $57,016-25.3% | $84,966-49.9% | $80,856-47.3% |
| Participation rate | 76.0% | 56.3%+19.7pp | 67.5%+8.5pp | 67.6%+8.4pp |
| Annual return | 10.71% | 21.66%-11.0pp | 66.38%-55.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,358 | $1,798-24.5% | $2,727-50.2% | $2,755-50.7% |
| Participant deferral / active EE | $4,030 | $3,110+29.6% | $4,519-10.8% | $4,296-6.2% |
| Admin fee / account holder | $10,115 | $4,980+103.1% | $6,149+64.5% | $6,918+46.2% |