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 | $28,213 | $59,839-52.9% | $81,983-65.6% | $79,858-64.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 17.96% | 17.56%+0.4pp | 41.31%-23.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,299 | $1,713-24.2% | $2,498-48.0% | $2,471-47.4% |
| Participant deferral / active EE | $1,891 | $2,695-29.8% | $3,722-49.2% | $3,740-49.4% |
| Admin fee / account holder | $1,279 | $4,287-70.2% | $5,664-77.4% | $5,306-75.9% |