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 | $51,713 | $89,753-42.4% | $107,525-51.9% | $84,808-39.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.36% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,861 | $3,113-8.1% | $3,754-23.8% | $2,631+8.8% |
| Participant deferral / active EE | $4,004 | $4,056-1.3% | $5,116-21.7% | $4,212-4.9% |
| Admin fee / account holder | $12,632 | $7,222+74.9% | $8,919+41.6% | $7,344+72.0% |