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 | $60,054 | $94,625-36.5% | $116,228-48.3% | $84,808-29.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.18% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,625 | $2,347-30.8% | $2,994-45.7% | $2,631-38.2% |
| Participant deferral / active EE | $2,642 | $3,972-33.5% | $4,953-46.7% | $4,212-37.3% |
| Admin fee / account holder | $2,361 | $10,091-76.6% | $11,989-80.3% | $7,344-67.9% |