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 | $53,550 | $89,753-40.3% | $107,525-50.2% | $84,808-36.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.40% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,338 | $3,113-24.9% | $3,754-37.7% | $2,631-11.1% |
| Participant deferral / active EE | $2,700 | $4,056-33.4% | $5,116-47.2% | $4,212-35.9% |
| Admin fee / account holder | $1,262 | $7,222-82.5% | $8,919-85.8% | $7,344-82.8% |