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 | $29,670 | $46,553-36.3% | $64,056-53.7% | $75,163-60.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.26% | 26.03%-7.8pp | 33.69%-15.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,695 | $1,974-14.1% | $2,747-38.3% | $2,670-36.5% |
| Participant deferral / active EE | $3,663 | $2,837+29.1% | $3,880-5.6% | $4,125-11.2% |
| Admin fee / account holder | $1,649 | $2,952-44.2% | $3,068-46.3% | $5,651-70.8% |