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 | $35,900 | $58,927-39.1% | $76,817-53.3% | $72,985-50.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.07% | 2305.64%-2288.6pp | 1166.11%-1149.0pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,471 | $1,787-17.7% | $2,302-36.1% | $2,440-39.7% |
| Participant deferral / active EE | $1,893 | $2,690-29.6% | $3,336-43.2% | $3,607-47.5% |
| Admin fee / account holder | $9,662 | $4,013+140.8% | $6,420+50.5% | $5,124+88.6% |