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 | $42,322 | $77,899-45.7% | $149,673-71.7% | $75,163-43.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.75% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,958 | $3,137-37.6% | $4,818-59.4% | $2,670-26.7% |
| Participant deferral / active EE | $2,575 | $3,411-24.5% | $5,680-54.7% | $4,125-37.6% |
| Admin fee / account holder | $4,054 | $5,956-31.9% | $13,210-69.3% | $5,651-28.3% |