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 | $57,632 | $89,753-35.8% | $107,525-46.4% | $84,808-32.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.57% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,176 | $3,113-30.1% | $3,754-42.0% | $2,631-17.3% |
| Participant deferral / active EE | $3,129 | $4,056-22.9% | $5,116-38.8% | $4,212-25.7% |
| Admin fee / account holder | $891 | $7,222-87.7% | $8,919-90.0% | $7,344-87.9% |