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 | $46,980 | $89,753-47.7% | $107,525-56.3% | $84,808-44.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.91% | 29.48%-15.6pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,801 | $3,113-42.2% | $3,754-52.0% | $2,631-31.6% |
| Participant deferral / active EE | $3,620 | $4,056-10.8% | $5,116-29.2% | $4,212-14.1% |
| Admin fee / account holder | $1,550 | $7,222-78.5% | $8,919-82.6% | $7,344-78.9% |