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 | $44,977 | $77,634-42.1% | $156,549-71.3% | $62,891-28.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.63% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,264 | $3,444-34.3% | $5,501-58.9% | $2,281-0.8% |
| Participant deferral / active EE | $2,424 | $3,045-20.4% | $4,871-50.2% | $3,203-24.3% |
| Admin fee / account holder | $2,580 | $5,561-53.6% | $13,027-80.2% | $4,296-39.9% |