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 | $44,310 | $65,041-31.9% | $90,951-51.3% | $79,858-44.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 18.59% | 30.45%-11.9pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $533 | $1,247-57.3% | $2,122-74.9% | $2,471-78.4% |
| Participant deferral / active EE | $2,605 | $2,512+3.7% | $3,373-22.8% | $3,740-30.3% |
| Admin fee / account holder | $2,937 | $4,536-35.3% | $5,959-50.7% | $5,306-44.7% |