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 | $31,864 | $89,753-64.5% | $107,525-70.4% | $84,808-62.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.99% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,216 | $3,113-28.8% | $3,754-41.0% | $2,631-15.8% |
| Participant deferral / active EE | $3,322 | $4,056-18.1% | $5,116-35.1% | $4,212-21.1% |
| Admin fee / account holder | $1,767 | $7,222-75.5% | $8,919-80.2% | $7,344-75.9% |