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 | $57,066 | $72,277-21.0% | $101,248-43.6% | $79,858-28.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.42% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,296 | $2,692-51.8% | $3,660-64.6% | $2,471-47.5% |
| Participant deferral / active EE | $3,840 | $3,282+17.0% | $4,370-12.1% | $3,740+2.7% |
| Admin fee / account holder | $6,505 | $4,400+47.8% | $5,945+9.4% | $5,306+22.6% |