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 | $36,364 | $79,944-54.5% | $98,439-63.1% | $75,163-51.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.48% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,562 | $2,264-31.0% | $3,048-48.8% | $2,670-41.5% |
| Participant deferral / active EE | $2,141 | $3,752-42.9% | $4,738-54.8% | $4,125-48.1% |
| Admin fee / account holder | $1,832 | $6,840-73.2% | $8,948-79.5% | $5,651-67.6% |