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 | $57,057-25.3% | $85,009-49.9% | $80,874-47.3% |
| Participation rate | 76.0% | 56.4%+19.6pp | 67.5%+8.5pp | 67.6%+8.4pp |
| Annual return | 10.71% | 21.66%-11.0pp | 66.47%-55.8pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,358 | $1,799-24.5% | $2,728-50.2% | $2,756-50.7% |
| Participant deferral / active EE | $4,030 | $3,112+29.5% | $4,522-10.9% | $4,297-6.2% |
| Admin fee / account holder | $10,115 | $4,986+102.9% | $6,153+64.4% | $6,935+45.8% |