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 | $30,435 | $96,557-68.5% | $80,975-62.4% | $273,961-88.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.65% | 15.14%-11.5pp | 17.10%-13.5pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,895 | $4,868-61.1% | $3,714-49.0% | $4,869-61.1% |
| Participant deferral / active EE | $2,712 | $6,598-58.9% | $5,696-52.4% | $5,287-48.7% |
| Admin fee / account holder | $21,911 | $7,492+192.4% | $5,516+297.2% | $10,132+116.3% |