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 | $38,661 | $99,341-61.1% | $84,750-54.4% | $273,961-85.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,625 | $4,214-61.4% | $3,574-54.5% | $4,869-66.6% |
| Participant deferral / active EE | $31,500 | $4,269+637.8% | $3,712+748.7% | $5,287+495.8% |
| Admin fee / account holder | $537 | $6,644-91.9% | $5,332-89.9% | $10,132-94.7% |