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 | $43,156 | $68,719-37.2% | $91,541-52.9% | $84,808-49.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.67% | 19.12%-4.4pp | 20.50%-5.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,378 | $1,920-28.2% | $2,505-45.0% | $2,631-47.6% |
| Participant deferral / active EE | $2,165 | $3,136-31.0% | $4,008-46.0% | $4,212-48.6% |
| Admin fee / account holder | $5,373 | $5,786-7.1% | $6,956-22.8% | $7,344-26.8% |