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 | $47,796 | $85,022-43.8% | $70,515-32.2% | $139,434-65.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,254 | $3,909-42.3% | $2,973-24.2% | $4,751-52.6% |
| Participant deferral / active EE | $3,870 | $5,890-34.3% | $4,567-15.3% | $6,710-42.3% |
| Admin fee / account holder | $1,732 | $8,906-80.6% | $6,412-73.0% | $11,403-84.8% |