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 | $42,679 | $77,899-45.2% | $149,673-71.5% | $75,163-43.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.20% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,346 | $3,137-57.1% | $4,818-72.1% | $2,670-49.6% |
| Participant deferral / active EE | $2,292 | $3,411-32.8% | $5,680-59.7% | $4,125-44.4% |
| Admin fee / account holder | $3,276 | $5,956-45.0% | $13,210-75.2% | $5,651-42.0% |