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 | $34,386 | $91,190-62.3% | $178,490-80.7% | $79,858-56.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.49% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,662 | $3,256-48.9% | $5,011-66.8% | $2,471-32.7% |
| Participant deferral / active EE | $2,112 | $3,236-34.7% | $5,202-59.4% | $3,740-43.5% |
| Admin fee / account holder | $5,477 | $6,751-18.9% | $13,984-60.8% | $5,306+3.2% |