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 | $36,712 | $46,553-21.1% | $64,056-42.7% | $75,163-51.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.90% | 26.03%-13.1pp | 33.69%-20.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,361 | $1,974+19.6% | $2,747-14.0% | $2,670-11.6% |
| Participant deferral / active EE | $3,337 | $2,837+17.7% | $3,880-14.0% | $4,125-19.1% |
| Admin fee / account holder | $3,392 | $2,952+14.9% | $3,068+10.6% | $5,651-40.0% |