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 | $49,502 | $73,981-33.1% | $105,722-53.2% | $62,891-21.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 9.66% | 17.60%-7.9pp | 12.25%-2.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,083 | $2,856-27.1% | $4,079-48.9% | $2,281-8.7% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,306 | $5,976+5.5% | $8,308-24.1% | $4,296+46.8% |