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 | $37,361 | $48,076-22.3% | $78,689-52.5% | $62,891-40.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.73% | 31.35%-26.6pp | 62.18%-57.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,583 | $2,015-21.4% | $2,851-44.5% | $2,281-30.6% |
| Participant deferral / active EE | $1,911 | $2,588-26.1% | $3,517-45.7% | $3,203-40.3% |
| Admin fee / account holder | $8,007 | $3,207+149.7% | $4,510+77.5% | $4,296+86.4% |