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 | $37,360 | $68,719-45.6% | $91,541-59.2% | $84,808-55.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 12.80% | 19.12%-6.3pp | 20.50%-7.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,564 | $1,920-18.5% | $2,505-37.5% | $2,631-40.5% |
| Participant deferral / active EE | $1,267 | $3,136-59.6% | $4,008-68.4% | $4,212-69.9% |
| Admin fee / account holder | $4,115 | $5,786-28.9% | $6,956-40.8% | $7,344-44.0% |