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 | $51,615 | $72,177-28.5% | $115,037-55.1% | $59,632-13.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 3.20% | 12.02%-8.8pp | 26.14%-22.9pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $1,423 | $2,841-49.9% | $4,608-69.1% | $2,203-35.4% |
| Participant deferral / active EE | $2,508 | $4,783-47.6% | $6,026-58.4% | $3,192-21.4% |
| Admin fee / account holder | $891 | $4,927-81.9% | $8,175-89.1% | $4,297-79.3% |