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 | $47,745 | $53,777-11.2% | $134,143-64.4% | $79,858-40.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 16.12% | 19.01%-2.9pp | 36.33%-20.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $523 | $1,321-60.5% | $3,704-85.9% | $2,471-78.9% |
| Participant deferral / active EE | $1,869 | $2,420-22.8% | $3,499-46.6% | $3,740-50.0% |
| Admin fee / account holder | $3,634 | $3,984-8.8% | $6,684-45.6% | $5,306-31.5% |